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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio JHMM Stock Details JHMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-149
Closed -$7.85K – 357
2023
Q4 		$7.85K Buy
+149
New +$7.19K ﹤0.01% 264

Other funds holding JHMM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s JHMM Position: Q1 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q1 2024, closing a stake of 149 shares — an estimated $7.85K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in JHMM in Q4 2023 and held it in 1 quarter. The position peaked at $7.85K in Q4 2023. 220 funds tracked by Wall St. Rank hold JHMM as of Q1 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q1 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 149 John Hancock Multifactor Mid Cap ETF shares in Q1 2024, an estimated $7.85K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s John Hancock Multifactor Mid Cap ETF position peaked at $7.85K in Q4 2023.
  • 220 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q1 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2024, filed 7 Aug 2026.