Integrated Wealth Concepts’s John Hancock Investors Trust JHI Stock Holding History

Integrated Wealth Concepts’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	$985K	Sell	73,973 -118	-0.2%	-$1.57K	﹤0.01%	1345
2026 Q1	$957K	Buy	74,091 +1	+0%	+$14	0.01%	1144
2025 Q4	$1.01M	Sell	74,090 -5,469	-7%	-$75.5K	0.01%	766
2025 Q3	$1.11M	Sell	79,559 -204	-0.3%	-$2.87K	0.01%	922
2025 Q2	$1.1M	Buy	79,763 +50,375	+171%	+$669K	0.01%	867
2025 Q1	$399K	Buy	29,388 +530	+2%	+$7.38K	﹤0.01%	1255
2024 Q4	$395K	Buy	28,858 +233	+0.8%	+$3.29K	﹤0.01%	1234
2024 Q3	$402K	Buy	+28,625	New	+$388K	﹤0.01%	1180

Other funds holding JHI

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrated Wealth Concepts's JHI Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its John Hancock Investors Trust (JHI) stake by 0.16% in Q2 2026, selling an estimated $1.57K and leaving 73,973 shares worth $985K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Integrated Wealth Concepts first reported a position in JHI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q3 2025. 37 funds tracked by Wall St. Rank hold JHI as of Q2 2026.

Integrated Wealth Concepts held 73,973 shares of John Hancock Investors Trust worth $985K as of Q2 2026.
Integrated Wealth Concepts sold 118 John Hancock Investors Trust shares in Q2 2026, an estimated $1.57K.
John Hancock Investors Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1345 holding.
Integrated Wealth Concepts first reported a position in John Hancock Investors Trust in Q3 2024 and has held it in 8 quarters since.
Integrated Wealth Concepts's John Hancock Investors Trust position peaked at $1.11M in Q3 2025.
37 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.