Fortress Wealth Management’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Fortress Wealth Management’s Portfolio JHML Stock Details JHML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-82,589	Closed	-$4.68M	–	62
2022 Q1	$4.68M	Buy	82,589 +3,406	+4%	+$190K	3.59%	10
2021 Q4	$4.71M	Buy	+79,183	New	+$4.58M	3.54%	9

Other funds holding JHML

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

HIF

Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

Fortress Wealth Management's JHML Position: Q2 2022 in Review

Fortress Wealth Management sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q2 2022, closing a stake of 82,589 shares — an estimated $4.68M sold.

Fortress Wealth Management first reported a position in JHML in Q4 2021 and held it in 2 quarters. The position peaked at $4.71M in Q4 2021. 75 funds tracked by Wall St. Rank hold JHML as of Q2 2022.

Fortress Wealth Management reported no remaining John Hancock Multifactor Large Cap ETF position as of Q2 2022 after selling out during the quarter.
Fortress Wealth Management sold 82,589 John Hancock Multifactor Large Cap ETF shares in Q2 2022, an estimated $4.68M.
Fortress Wealth Management first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2021 and held it in 2 quarters.
Fortress Wealth Management's John Hancock Multifactor Large Cap ETF position peaked at $4.71M in Q4 2021.
75 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2022.

Based on Fortress Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.