Creative Financial Designs’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Creative Financial Designs’s Portfolio JHML Stock Details JHML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-76	Closed	-$3.74K	–	1423
2022 Q4	$3.74K	Hold	76	–	–	﹤0.01%	1092
2022 Q3	$3K	Hold	76	–	–	﹤0.01%	1117
2022 Q2	$4K	Buy	+76	New	+$3.94K	﹤0.01%	1048

Other funds holding JHML

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

HIF

Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Creative Financial Designs's JHML Position: Q1 2023 in Review

Creative Financial Designs sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q1 2023, closing a stake of 76 shares — an estimated $3.74K sold.

Creative Financial Designs first reported a position in JHML in Q2 2022 and held it in 3 quarters. The position peaked at $4K in Q2 2022. 85 funds tracked by Wall St. Rank hold JHML as of Q1 2023.

Creative Financial Designs reported no remaining John Hancock Multifactor Large Cap ETF position as of Q1 2023 after selling out during the quarter.
Creative Financial Designs sold 76 John Hancock Multifactor Large Cap ETF shares in Q1 2023, an estimated $3.74K.
Creative Financial Designs first reported a position in John Hancock Multifactor Large Cap ETF in Q2 2022 and held it in 3 quarters.
Creative Financial Designs's John Hancock Multifactor Large Cap ETF position peaked at $4K in Q2 2022.
85 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2023.

Based on Creative Financial Designs's 13F filing for Q1 2023, filed 25 Apr 2023.