GRP
HTD

Global Retirement Partners’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Global Retirement Partners’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
Q2 		$42.5K Buy
+1,667
New +$42.3K ﹤0.01% 2628
2025
Q4 		$40.1K Sell
1,695
-81
-5% -$1.98K ﹤0.01% 2478
2025
Q3 		$44.1K Buy
1,776
+12
+0.7% +$292 ﹤0.01% 1967
2025
Q2 		$41.3K Buy
+1,764
New +$39.9K ﹤0.01% 1879
2024
Q4 		$143K Sell
6,483
-2,573
-28% -$59.1K ﹤0.01% 1100
2024
Q3 		$210K Sell
9,056
-243
-3% -$5.2K 0.01% 897
2024
Q2 		$188K Buy
9,299
+7,981
+606% +$159K 0.01% 909
2024
Q1 		$25.9K Sell
1,318
-659
-33% -$12.6K ﹤0.01% 1703
2023
Q4 		$37.8K Buy
1,977
+977
+98% +$17.3K ﹤0.01% 1491
2023
Q3 		$17K Sell
1,000
-345
-26% -$6.78K ﹤0.01% 1715
2023
Q2 		$27.4K Sell
1,345
-348
-21% -$7.14K ﹤0.01% 1533
2023
Q1 		$35K Buy
1,693
+1,077
+175% +$24.8K ﹤0.01% 1393
2022
Q4 		$14.1K Buy
+616
New +$13.8K ﹤0.01% 1629

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Global Retirement Partners's HTD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q2 2026: 1,667 shares worth $42.5K. The stake represents ﹤0.01% of the portfolio and ranks #2628 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HTD as recently as Q4 2025.

Global Retirement Partners first reported a position in HTD in Q4 2022 and has held it in 13 quarters since. The position peaked at $210K in Q3 2024. 94 funds tracked by Wall St. Rank hold HTD as of Q2 2026.

  • Global Retirement Partners held 1,667 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $42.5K as of Q2 2026.
  • John Hancock Tax-Advantaged Dividend Income Fund was a new Global Retirement Partners position in Q2 2026.
  • John Hancock Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2628 holding.
  • Global Retirement Partners first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2022 and has held it in 13 quarters since.
  • Global Retirement Partners's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $210K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.