JFS Wealth Advisors’s abrdn Healthcare Investors HQH Stock Holding History

JFS Wealth Advisors’s Portfolio HQH Stock Details HQH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.19K	Buy	54 +51	+1,700%	+$1K	﹤0.01%	1761
2026 Q1	$54	Hold	3	–	–	﹤0.01%	1859
2025 Q4	$57	Hold	3	–	–	﹤0.01%	1900
2025 Q3	$56	Hold	3	–	–	﹤0.01%	1865
2025 Q2	$47	Hold	3	–	–	﹤0.01%	1833
2025 Q1	$49	Hold	3	–	–	﹤0.01%	1896
2024 Q4	$49	Hold	3	–	–	﹤0.01%	1908
2024 Q3	$56	Hold	3	–	–	﹤0.01%	1926
2024 Q2	$53	Hold	3	–	–	﹤0.01%	1955
2024 Q1	$51	Hold	3	–	–	﹤0.01%	1976
2023 Q4	$50	Hold	3	–	–	﹤0.01%	1977
2023 Q3	$47	Hold	3	–	–	﹤0.01%	1934
2023 Q2	$52	Hold	3	–	–	﹤0.01%	1948
2023 Q1	$53	Hold	3	–	–	﹤0.01%	1920
2022 Q4	$54	Hold	3	–	–	﹤0.01%	1921
2022 Q3	$0	Hold	3	–	–	﹤0.01%	1811
2022 Q2	$0	Hold	3	–	–	﹤0.01%	1828
2022 Q1	$0	Hold	3	–	–	﹤0.01%	1884
2021 Q4	$0	Hold	3	–	–	﹤0.01%	1783
2021 Q3	$0	Hold	3	–	–	﹤0.01%	839
2021 Q2	$0	Hold	3	–	–	﹤0.01%	614
2021 Q1	$0	Hold	3	–	–	﹤0.01%	605
2020 Q4	$0	Hold	3	–	–	﹤0.01%	598
2020 Q3	$0	Hold	3	–	–	﹤0.01%	574
2020 Q2	$0	Hold	3	–	–	﹤0.01%	546
2020 Q1	$0	Hold	3	–	–	﹤0.01%	528
2019 Q4	$0	Hold	3	–	–	﹤0.01%	529
2019 Q3	$0	Hold	3	–	–	﹤0.01%	525
2019 Q2	$0	Hold	3	–	–	﹤0.01%	471
2019 Q1	$0	Hold	3	–	–	﹤0.01%	468
2018 Q4	$0	Hold	3	–	–	﹤0.01%	491
2018 Q3	$0	Hold	3	–	–	﹤0.01%	533
2018 Q2	$0	Hold	3	–	–	﹤0.01%	506
2018 Q1	$0	Hold	3	–	–	﹤0.01%	547
2017 Q4	$0	Hold	3	–	–	﹤0.01%	541
2017 Q3	$0	Hold	3	–	–	﹤0.01%	450
2017 Q2	$0	Hold	3	–	–	﹤0.01%	428
2017 Q1	$0	Hold	3	–	–	﹤0.01%	441
2016 Q4	$0	Hold	3	–	–	﹤0.01%	463
2016 Q3	$0	Hold	3	–	–	﹤0.01%	499
2016 Q2	$0	Hold	3	–	–	﹤0.01%	549
2016 Q1	$0	Hold	3	–	–	﹤0.01%	644
2015 Q4	$0	Buy	+3	New	+$93	﹤0.01%	550

Other funds holding HQH

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Kennebec Savings Bank Augusta, Maine $125M AUM 27.46% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return