GAFA
HTD

Garton & Associates Financial Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Garton & Associates Financial Advisors’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,342
Closed -$55.4K – 374
2025
Q4 		$55.4K Buy
+2,342
New +$57.2K 0.03% 350

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Garton & Associates Financial Advisors's HTD Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q1 2026, closing a stake of 2,342 shares — an estimated $55.4K sold.

Garton & Associates Financial Advisors first reported a position in HTD in Q4 2025 and held it in 1 quarter. The position peaked at $55.4K in Q4 2025. 93 funds tracked by Wall St. Rank hold HTD as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 2,342 John Hancock Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $55.4K.
  • Garton & Associates Financial Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $55.4K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.