CWM
HTD

Congress Wealth Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Congress Wealth Management’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$695K Buy
29,728
+4,507
+18% +$102K 0.01% 818
2025
Q1 		$604K Buy
+25,221
New +$579K 0.01% 758

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Congress Wealth Management's HTD Position: Q2 2025 in Review

Congress Wealth Management increased its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 18% in Q2 2025, buying an estimated $102K and bringing the position to 29,728 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #818.

Congress Wealth Management first reported a position in HTD in Q1 2025 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold HTD as of Q2 2025.

  • Congress Wealth Management held 29,728 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $695K as of Q2 2025.
  • Congress Wealth Management bought 4,507 John Hancock Tax-Advantaged Dividend Income Fund shares in Q2 2025, an estimated $102K.
  • John Hancock Tax-Advantaged Dividend Income Fund made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #818 holding.
  • Congress Wealth Management first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q1 2025 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.