Kingsview Wealth Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Kingsview Wealth Management’s Portfolio HTD Stock Details HTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$332K	Buy	13,400 +198	+1%	+$4.9K	﹤0.01%	1038
2025 Q4	$312K	Buy	13,202 +199	+2%	+$4.86K	﹤0.01%	1009
2025 Q3	$322K	Buy	13,003 +135	+1%	+$3.28K	﹤0.01%	938
2025 Q2	$301K	Buy	12,868 +178	+1%	+$4.03K	0.01%	944
2025 Q1	$304K	Buy	12,690 +233	+2%	+$5.35K	0.01%	885
2024 Q4	$274K	Buy	12,457 +172	+1%	+$3.95K	0.01%	944
2024 Q3	$285K	Buy	12,285 +177	+1%	+$3.79K	0.01%	904
2024 Q2	$245K	Buy	12,108 +190	+2%	+$3.78K	0.01%	918
2024 Q1	$234K	Buy	11,918 +192	+2%	+$3.68K	0.01%	913
2023 Q4	$222K	Sell	11,726 -2,943	-20%	-$52.1K	0.01%	868
2023 Q3	$261K	Buy	14,669 +634	+5%	+$12.5K	0.01%	803
2023 Q2	$286K	Buy	+14,035	New	+$288K	0.01%	755

Other funds holding HTD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kingsview Wealth Management's HTD Position: Q1 2026 in Review

Kingsview Wealth Management increased its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 1.5% in Q1 2026, buying an estimated $4.9K and bringing the position to 13,400 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Kingsview Wealth Management first reported a position in HTD in Q2 2023 and has held it in 12 quarters since. 93 funds tracked by Wall St. Rank hold HTD as of Q1 2026.

Kingsview Wealth Management held 13,400 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $332K as of Q1 2026.
Kingsview Wealth Management bought 198 John Hancock Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $4.9K.
John Hancock Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1038 holding.
Kingsview Wealth Management first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2023 and has held it in 12 quarters since.
93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.