Harbour Investments’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Harbour Investments’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	$12.4K	Buy	+500	New	+$12.4K	﹤0.01%	3148

Other funds holding HTD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Harbour Investments's HTD Position: Q1 2026 in Review

Harbour Investments opened a new position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q1 2026: 500 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #3148 among its holdings.

93 funds tracked by Wall St. Rank hold HTD as of Q1 2026.

Harbour Investments held 500 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $12.4K as of Q1 2026.
John Hancock Tax-Advantaged Dividend Income Fund was a new Harbour Investments position in Q1 2026.
John Hancock Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3148 holding.
93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.