Fortitude Family Office’s John Hancock Preferred Income ETF JHPI Stock Holding History

Fortitude Family Office’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
2024 Q3	–	Sell	-1,232	Closed	-$27.5K	–	1241
2024 Q2	$27.5K	Sell	1,232 -78	-6%	-$1.74K	0.02%	255
2024 Q1	$29.4K	Sell	1,310 -864	-40%	-$19.1K	0.02%	218
2023 Q4	$47.2K	Buy	+2,174	New	+$45.2K	0.04%	172

Other funds holding JHPI

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

GBWM

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

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

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

ZIM

Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

3AM

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

1IA

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

Fortitude Family Office's JHPI Position: Q3 2024 in Review

Fortitude Family Office sold out of John Hancock Preferred Income ETF (JHPI) in Q3 2024, closing a stake of 1,232 shares — an estimated $27.5K sold.

Fortitude Family Office first reported a position in JHPI in Q4 2023 and held it in 3 quarters. The position peaked at $47.2K in Q4 2023. 24 funds tracked by Wall St. Rank hold JHPI as of Q3 2024.

Fortitude Family Office reported no remaining John Hancock Preferred Income ETF position as of Q3 2024 after selling out during the quarter.
Fortitude Family Office sold 1,232 John Hancock Preferred Income ETF shares in Q3 2024, an estimated $27.5K.
Fortitude Family Office first reported a position in John Hancock Preferred Income ETF in Q4 2023 and held it in 3 quarters.
Fortitude Family Office's John Hancock Preferred Income ETF position peaked at $47.2K in Q4 2023.
24 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q3 2024.

Based on Fortitude Family Office's 13F filing for Q3 2024, filed 25 Oct 2024.