Integrated Wealth Concepts’s John Hancock Premium Dividend Fund PDT Stock Holding History

Integrated Wealth Concepts’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
2026 Q2	$16.3K	Buy	+1,255	New	+$16.3K	﹤0.01%	4235

Other funds holding PDT

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

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

PFA

Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in John Hancock Premium Dividend Fund (PDT) in Q2 2026: 1,255 shares worth $16.3K. The stake represents ﹤0.01% of the portfolio and ranks #4235 among its holdings.

108 funds tracked by Wall St. Rank hold PDT as of Q2 2026.

Integrated Wealth Concepts held 1,255 shares of John Hancock Premium Dividend Fund worth $16.3K as of Q2 2026.
John Hancock Premium Dividend Fund was a new Integrated Wealth Concepts position in Q2 2026.
John Hancock Premium Dividend Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4235 holding.
108 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q2 2026.

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