Genesis Private Wealth’s John Hancock Preferred Income ETF JHPI Stock Holding History

Genesis Private Wealth’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
2026 Q2	$272K	Hold	12,000	–	–	0.08%	145
2026 Q1	$271K	Hold	12,000	–	–	0.09%	141
2025 Q4	$274K	Buy	+12,000	New	+$277K	0.09%	138

Other funds holding JHPI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

EIA

Eldridge Investment Advisors Manchester, New Hampshire $505M AUM 19.88% 1-Year Est. Return

PWM

PTM Wealth Management North Wales, United States $222M AUM 25.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Genesis Private Wealth's JHPI Position: Q2 2026 in Review

Genesis Private Wealth held its John Hancock Preferred Income ETF (JHPI) position steady in Q2 2026 at 12,000 shares worth $272K. The position accounts for 0.08% of the portfolio, ranked #145.

Genesis Private Wealth first reported a position in JHPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $274K in Q4 2025. 55 funds tracked by Wall St. Rank hold JHPI as of Q2 2026.

Genesis Private Wealth held 12,000 shares of John Hancock Preferred Income ETF worth $272K as of Q2 2026.
Genesis Private Wealth left its John Hancock Preferred Income ETF share count unchanged in Q2 2026.
John Hancock Preferred Income ETF made up 0.08% of Genesis Private Wealth's portfolio in Q2 2026, its #145 holding.
Genesis Private Wealth first reported a position in John Hancock Preferred Income ETF in Q4 2025 and has held it in 3 quarters since.
Genesis Private Wealth's John Hancock Preferred Income ETF position peaked at $274K in Q4 2025.
55 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.