IWP
PDT

Innova Wealth Partners’s John Hancock Premium Dividend Fund PDT Stock Holding History

Innova Wealth Partners’s Portfolio PDT Stock Details PDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,520
Closed -$166K – 134
2024
Q3 		$166K Buy
+12,520
New +$157K 0.14% 82

Other funds holding PDT

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Innova Wealth Partners's PDT Position: Q4 2024 in Review

Innova Wealth Partners sold out of John Hancock Premium Dividend Fund (PDT) in Q4 2024, closing a stake of 12,520 shares — an estimated $166K sold.

Innova Wealth Partners first reported a position in PDT in Q3 2024 and held it in 1 quarter. The position peaked at $166K in Q3 2024. 84 funds tracked by Wall St. Rank hold PDT as of Q4 2024.

  • Innova Wealth Partners reported no remaining John Hancock Premium Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Innova Wealth Partners sold 12,520 John Hancock Premium Dividend Fund shares in Q4 2024, an estimated $166K.
  • Innova Wealth Partners first reported a position in John Hancock Premium Dividend Fund in Q3 2024 and held it in 1 quarter.
  • Innova Wealth Partners's John Hancock Premium Dividend Fund position peaked at $166K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q4 2024.

Based on Innova Wealth Partners's 13F filing for Q4 2024, filed 8 Jan 2025.