CreativeOne Wealth’s John Hancock Preferred Income ETF JHPI Stock Holding History

CreativeOne Wealth’s Portfolio JHPI Stock Details JHPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,000	Closed	-$216K	–	814
2022 Q4	$216K	Buy	+10,000	New	+$219K	0.01%	676

Other funds holding JHPI

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Robbins Farley Bedford, New Hampshire $226M AUM 26.76% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

CreativeOne Wealth's JHPI Position: Q1 2023 in Review

CreativeOne Wealth sold out of John Hancock Preferred Income ETF (JHPI) in Q1 2023, closing a stake of 10,000 shares — an estimated $216K sold.

CreativeOne Wealth first reported a position in JHPI in Q4 2022 and held it in 1 quarter. The position peaked at $216K in Q4 2022. 12 funds tracked by Wall St. Rank hold JHPI as of Q1 2023.

CreativeOne Wealth reported no remaining John Hancock Preferred Income ETF position as of Q1 2023 after selling out during the quarter.
CreativeOne Wealth sold 10,000 John Hancock Preferred Income ETF shares in Q1 2023, an estimated $216K.
CreativeOne Wealth first reported a position in John Hancock Preferred Income ETF in Q4 2022 and held it in 1 quarter.
CreativeOne Wealth's John Hancock Preferred Income ETF position peaked at $216K in Q4 2022.
12 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q1 2023.

Based on CreativeOne Wealth's 13F filing for Q1 2023, filed 15 May 2023.