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

EverSource Wealth 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
2025
Q3 		– Sell
-1,219
Closed -$27.5K – 4407
2025
Q2 		$27.5K Hold
1,219
– – ﹤0.01% 2044
2025
Q1 		$27.3K Buy
+1,219
New +$27.6K ﹤0.01% 1526

Other funds holding JHPI

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

EverSource Wealth Advisors's JHPI Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of John Hancock Preferred Income ETF (JHPI) in Q3 2025, closing a stake of 1,219 shares — an estimated $27.5K sold.

EverSource Wealth Advisors first reported a position in JHPI in Q1 2025 and held it in 2 quarters. The position peaked at $27.5K in Q2 2025. 39 funds tracked by Wall St. Rank hold JHPI as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining John Hancock Preferred Income ETF position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,219 John Hancock Preferred Income ETF shares in Q3 2025, an estimated $27.5K.
  • EverSource Wealth Advisors first reported a position in John Hancock Preferred Income ETF in Q1 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's John Hancock Preferred Income ETF position peaked at $27.5K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.