GWSA
HTD

Global Wealth Strategies & Associates’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Global Wealth Strategies & Associates’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
-1,445
Closed -$34.2K – 573
2025
Q4 		$34.2K Buy
+1,445
New +$35.3K 0.01% 193

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Global Wealth Strategies & Associates's HTD Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q1 2026, closing a stake of 1,445 shares — an estimated $34.2K sold.

Global Wealth Strategies & Associates first reported a position in HTD in Q4 2025 and held it in 1 quarter. The position peaked at $34.2K in Q4 2025. 93 funds tracked by Wall St. Rank hold HTD as of Q1 2026.

  • Global Wealth Strategies & Associates reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1,445 John Hancock Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $34.2K.
  • Global Wealth Strategies & Associates first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $34.2K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.