Laidlaw Wealth Management’s John Hancock Multifactor Utilities ETF JHMU Stock Holding History

Laidlaw Wealth Management’s Portfolio JHMU Stock Details JHMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-8,772	Closed	-$310K	–	388
2022 Q2	$310K	Sell	8,772 -94	-1%	-$3.47K	0.06%	260
2022 Q1	$333K	Hold	8,866	–	–	0.06%	282
2021 Q4	$313K	Hold	8,866	–	–	0.05%	301
2021 Q3	$284K	Sell	8,866 -102	-1%	-$3.39K	0.07%	194
2021 Q2	$285K	Hold	8,968	–	–	0.07%	199
2021 Q1	$287K	Buy	8,968 +150	+2%	+$4.59K	0.1%	171
2020 Q4	$272K	Hold	8,818	–	–	0.06%	279
2020 Q3	$261K	Sell	8,818 -18	-0.2%	-$531	0.12%	169
2020 Q2	$251K	Sell	8,836 -281	-3%	-$8.23K	0.13%	148
2020 Q1	$257K	Buy	+9,117	New	+$301K	0.17%	123

Other funds holding JHMU

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

Laidlaw Wealth Management's JHMU Position: Q3 2022 in Review

Laidlaw Wealth Management sold out of John Hancock Multifactor Utilities ETF (JHMU) in Q3 2022, closing a stake of 8,772 shares — an estimated $310K sold.

Laidlaw Wealth Management first reported a position in JHMU in Q1 2020 and held it in 10 quarters. The position peaked at $333K in Q1 2022. 12 funds tracked by Wall St. Rank hold JHMU as of Q3 2022.

Laidlaw Wealth Management reported no remaining John Hancock Multifactor Utilities ETF position as of Q3 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 8,772 John Hancock Multifactor Utilities ETF shares in Q3 2022, an estimated $310K.
Laidlaw Wealth Management first reported a position in John Hancock Multifactor Utilities ETF in Q1 2020 and held it in 10 quarters.
Laidlaw Wealth Management's John Hancock Multifactor Utilities ETF position peaked at $333K in Q1 2022.
12 funds tracked by Wall St. Rank held John Hancock Multifactor Utilities ETF as of Q3 2022.

Based on Laidlaw Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.