J.W. Cole Advisors’s John Hancock Preferred Income ETF JHPI Stock Holding History

J.W. Cole Advisors’s Portfolio JHPI Stock Details JHPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$567K	Buy	+24,967	New	+$572K	0.01%	963
2026 Q1	–	Sell	-22,429	Closed	-$512K	–	1152
2025 Q4	$512K	Buy	22,429 +3,167	+16%	+$73K	0.01%	894
2025 Q3	$446K	Buy	19,262 +40	+0.2%	+$917	0.01%	1038
2025 Q2	$433K	Buy	19,222 +2,547	+15%	+$56.7K	0.01%	968
2025 Q1	$374K	Buy	+16,675	New	+$378K	0.01%	868

Other funds holding JHPI

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

EIA

Eldridge Investment Advisors Manchester, New Hampshire $505M AUM 19.88% 1-Year Est. Return

PWM

PTM Wealth Management North Wales, United States $222M AUM 25.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

J.W. Cole Advisors's JHPI Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in John Hancock Preferred Income ETF (JHPI) in Q2 2026: 24,967 shares worth $567K. The stake represents 0.01% of the portfolio and ranks #963 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in JHPI as recently as Q4 2025.

J.W. Cole Advisors first reported a position in JHPI in Q1 2025 and has held it in 5 quarters since. 55 funds tracked by Wall St. Rank hold JHPI as of Q2 2026.

J.W. Cole Advisors held 24,967 shares of John Hancock Preferred Income ETF worth $567K as of Q2 2026.
John Hancock Preferred Income ETF was a new J.W. Cole Advisors position in Q2 2026.
John Hancock Preferred Income ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #963 holding.
J.W. Cole Advisors first reported a position in John Hancock Preferred Income ETF in Q1 2025 and has held it in 5 quarters since.
55 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.