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 Q2	–	Sell	-13,400	Closed	-$332K	–	1467
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 $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kingsview Wealth Management's HTD Position: Q2 2026 in Review

Kingsview Wealth Management sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q2 2026, closing a stake of 13,400 shares — an estimated $332K sold.

Kingsview Wealth Management first reported a position in HTD in Q2 2023 and held it in 12 quarters. The position peaked at $332K in Q1 2026. 94 funds tracked by Wall St. Rank hold HTD as of Q2 2026.

Kingsview Wealth Management reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q2 2026 after selling out during the quarter.
Kingsview Wealth Management sold 13,400 John Hancock Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $332K.
Kingsview Wealth Management first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2023 and held it in 12 quarters.
Kingsview Wealth Management's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $332K in Q1 2026.
94 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.