GC
JHI

Guggenheim Capital’s John Hancock Investors Trust JHI Stock Holding History

Guggenheim Capital’s Portfolio JHI Stock Details JHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.02M Sell
156,391
-35,404
-18% -$481K 0.02% 698
2025
Q4 		$2.62M Buy
191,795
+26,388
+16% +$364K 0.02% 592
2025
Q3 		$2.31M Buy
165,407
+85,979
+108% +$1.21M 0.02% 646
2025
Q2 		$1.1M Sell
79,428
-30,950
-28% -$411K 0.01% 853
2025
Q1 		$1.5M Sell
110,378
-66,167
-37% -$921K 0.01% 724
2024
Q4 		$2.42M Sell
176,545
-22,362
-11% -$316K 0.02% 588
2024
Q3 		$2.8M Sell
198,907
-19,932
-9% -$270K 0.02% 713
2024
Q2 		$2.91M Buy
218,839
+40,972
+23% +$546K 0.02% 688
2024
Q1 		$2.35M Buy
177,867
+90,852
+104% +$1.19M 0.02% 840
2023
Q4 		$1.13M Buy
87,015
+28,345
+48% +$351K 0.01% 1107
2023
Q3 		$713K Buy
58,670
+10,626
+22% +$135K 0.01% 1257
2023
Q2 		$607K Sell
48,044
-2,368
-5% -$29.9K ﹤0.01% 1377
2023
Q1 		$640K Sell
50,412
-28,913
-36% -$375K 0.01% 1382
2022
Q4 		$995K Sell
79,325
-40,055
-34% -$505K 0.01% 1159
2022
Q3 		$1.44M Sell
119,380
-28,367
-19% -$389K 0.01% 975
2022
Q2 		$1.95M Sell
147,747
-31,824
-18% -$476K 0.02% 898
2022
Q1 		$3.02M Sell
179,571
-29,056
-14% -$492K 0.02% 849
2021
Q4 		$4.04M Buy
208,627
+10,783
+5% +$202K 0.02% 766
2021
Q3 		$3.69M Buy
197,844
+13,625
+7% +$257K 0.02% 787
2021
Q2 		$3.47M Buy
184,219
+31,165
+20% +$576K 0.02% 820
2021
Q1 		$2.75M Sell
153,054
-16,608
-10% -$295K 0.02% 869
2020
Q4 		$2.93M Sell
169,662
-1,354
-0.8% -$22.4K 0.02% 799
2020
Q3 		$2.71M Buy
171,016
+8,025
+5% +$129K 0.02% 767
2020
Q2 		$2.53M Sell
162,991
-2,140
-1% -$30.6K 0.02% 776
2020
Q1 		$2.08M Buy
165,131
+6,299
+4% +$103K 0.02% 774
2019
Q4 		$2.82M Buy
158,832
+21,793
+16% +$375K 0.02% 903
2019
Q3 		$2.33M Buy
137,039
+31,274
+30% +$529K 0.02% 946
2019
Q2 		$1.74M Sell
105,765
-11,414
-10% -$184K 0.01% 1118
2019
Q1 		$1.85M Buy
117,179
+196
+0.2% +$3.02K 0.02% 1106
2018
Q4 		$1.65M Sell
116,983
-14,052
-11% -$214K 0.01% 1138
2018
Q3 		$2.11M Sell
131,035
-11,605
-8% -$189K 0.01% 1212
2018
Q2 		$2.28M Buy
142,640
+4,700
+3% +$76.7K 0.02% 1176
2018
Q1 		$2.29M Buy
137,940
+10,597
+8% +$182K 0.01% 1536
2017
Q4 		$2.23M Buy
127,343
+13,594
+12% +$241K 0.01% 1589
2017
Q3 		$2.06M Sell
113,749
-22,770
-17% -$413K ﹤0.01% 1635
2017
Q2 		$2.34M Sell
136,519
-28,288
-17% -$494K 0.01% 1515
2017
Q1 		$2.81M Sell
164,807
-23,561
-13% -$401K 0.01% 1399
2016
Q4 		$3.13M Sell
188,368
-17,542
-9% -$291K 0.01% 1318
2016
Q3 		$3.44M Sell
205,910
-16,786
-8% -$287K 0.01% 1246
2016
Q2 		$3.59M Sell
222,696
-4,321
-2% -$67.3K 0.01% 1174
2016
Q1 		$3.5M Sell
227,017
-43,273
-16% -$622K 0.01% 1193
2015
Q4 		$3.89M Sell
270,290
-35,110
-11% -$514K 0.01% 1148
2015
Q3 		$4.46M Sell
305,400
-63,759
-17% -$982K 0.01% 1100
2015
Q2 		$5.92M Sell
369,159
-35,575
-9% -$618K 0.01% 1077
2015
Q1 		$7.12M Sell
404,734
-30,332
-7% -$540K 0.02% 1004
2014
Q4 		$7.7M Buy
435,066
+29,262
+7% +$536K 0.02% 942
2014
Q3 		$7.5M Buy
405,804
+53,217
+15% +$1.05M 0.02% 1017
2014
Q2 		$7.27M Buy
352,587
+106,665
+43% +$2.17M 0.02% 1004
2014
Q1 		$5.01M Buy
245,922
+106,361
+76% +$2.15M 0.01% 1124
2013
Q4 		$2.6M Buy
139,561
+54,423
+64% +$1.02M 0.01% 1543
2013
Q3 		$1.61M Buy
85,138
+55,812
+190% +$1.1M 0.01% 1772
2013
Q2 		$582K Buy
+29,326
New +$640K ﹤0.01% 2361

Other funds holding JHI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital's JHI Position: Q1 2026 in Review

Guggenheim Capital reduced its John Hancock Investors Trust (JHI) stake by 18% in Q1 2026, selling an estimated $481K and leaving 156,391 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #698.

Guggenheim Capital first reported a position in JHI in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.7M in Q4 2014. 35 funds tracked by Wall St. Rank hold JHI as of Q1 2026.

  • Guggenheim Capital held 156,391 shares of John Hancock Investors Trust worth $2.02M as of Q1 2026.
  • Guggenheim Capital sold 35,404 John Hancock Investors Trust shares in Q1 2026, an estimated $481K.
  • John Hancock Investors Trust made up 0.02% of Guggenheim Capital's portfolio in Q1 2026, its #698 holding.
  • Guggenheim Capital first reported a position in John Hancock Investors Trust in Q2 2013 and has held it in 52 quarters since.
  • Guggenheim Capital's John Hancock Investors Trust position peaked at $7.7M in Q4 2014.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.