HWAM
JHI

Hennion & Walsh Asset Management’s John Hancock Investors Trust JHI Stock Holding History

Hennion & Walsh Asset Management’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
Q2 		$137K Sell
10,321
-10
-0.1% -$133 ﹤0.01% 942
2026
Q1 		$133K Buy
+10,331
New +$140K ﹤0.01% 915
2025
Q2 		– Sell
-48,404
Closed -$657K – 939
2025
Q1 		$657K Sell
48,404
-3,541
-7% -$49.3K 0.03% 571
2024
Q4 		$711K Sell
51,945
-302
-0.6% -$4.26K 0.03% 547
2024
Q3 		$735K Buy
52,247
+87
+0.2% +$1.18K 0.03% 525
2024
Q2 		$694K Sell
52,160
-844
-2% -$11.2K 0.04% 503
2024
Q1 		$699K Sell
53,004
-104
-0.2% -$1.36K 0.04% 496
2023
Q4 		$687K Sell
53,108
-411
-0.8% -$5.09K 0.04% 491
2023
Q3 		$650K Buy
53,519
+8,787
+20% +$111K 0.04% 456
2023
Q2 		$565K Buy
+44,732
New +$565K 0.03% 483
2022
Q1 		– Sell
-20,695
Closed -$400K – 792
2021
Q4 		$400K Sell
20,695
-40,294
-66% -$755K 0.02% 590
2021
Q3 		$1.14M Sell
60,989
-981
-2% -$18.5K 0.06% 327
2021
Q2 		$1.17M Sell
61,970
-330
-0.5% -$6.1K 0.06% 330
2021
Q1 		$1.12M Buy
+62,300
New +$1.11M 0.07% 337

Other funds holding JHI

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
HRC
Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Hennion & Walsh Asset Management's JHI Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its John Hancock Investors Trust (JHI) stake by 0.1% in Q2 2026, selling an estimated $133 and leaving 10,321 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Hennion & Walsh Asset Management first reported a position in JHI in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.17M in Q2 2021. 7 funds tracked by Wall St. Rank hold JHI as of Q2 2026.

  • Hennion & Walsh Asset Management held 10,321 shares of John Hancock Investors Trust worth $137K as of Q2 2026.
  • Hennion & Walsh Asset Management sold 10 John Hancock Investors Trust shares in Q2 2026, an estimated $133.
  • John Hancock Investors Trust made up ﹤0.01% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #942 holding.
  • Hennion & Walsh Asset Management first reported a position in John Hancock Investors Trust in Q1 2021 and has held it in 14 quarters since.
  • Hennion & Walsh Asset Management's John Hancock Investors Trust position peaked at $1.17M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.