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Eldridge Investment Advisors’s John Hancock Preferred Income ETF JHPI Stock Holding History

Eldridge Investment Advisors’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
2026
Q1 		$12.2M Sell
539,553
-453
-0.1% -$10.4K 2.67% 10
2025
Q4 		$12.3M Buy
540,006
+34,614
+7% +$798K 2.72% 7
2025
Q3 		$11.7M Buy
505,392
+9,022
+2% +$207K 2.67% 6
2025
Q2 		$11.2M Buy
496,370
+40,353
+9% +$898K 2.34% 8
2025
Q1 		$10.2M Buy
+456,017
New +$10.3M 2.35% 10

Other funds holding JHPI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
PWM
PTM Wealth Management North Wales, United States $189M AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
RF
Robbins Farley Bedford, New Hampshire $226M AUM 26.76% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Eldridge Investment Advisors's JHPI Position: Q1 2026 in Review

Eldridge Investment Advisors reduced its John Hancock Preferred Income ETF (JHPI) stake by 0.08% in Q1 2026, selling an estimated $10.4K and leaving 539,553 shares worth $12.2M. The position accounts for 2.67% of the portfolio, ranked #10.

Eldridge Investment Advisors first reported a position in JHPI in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.3M in Q4 2025. 54 funds tracked by Wall St. Rank hold JHPI as of Q1 2026.

  • Eldridge Investment Advisors held 539,553 shares of John Hancock Preferred Income ETF worth $12.2M as of Q1 2026.
  • Eldridge Investment Advisors sold 453 John Hancock Preferred Income ETF shares in Q1 2026, an estimated $10.4K.
  • John Hancock Preferred Income ETF made up 2.67% of Eldridge Investment Advisors's portfolio in Q1 2026, its #10 holding.
  • Eldridge Investment Advisors first reported a position in John Hancock Preferred Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Eldridge Investment Advisors's John Hancock Preferred Income ETF position peaked at $12.3M in Q4 2025.
  • 54 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.