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Laurel Oak Wealth Management’s John Hancock Preferred Income ETF JHPI Stock Holding History

Laurel Oak Wealth Management’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
Q1 		$303K Buy
+13,422
New +$309K 0.05% 273

Other funds holding JHPI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
PWM
PTM Wealth Management North Wales, United States $189M AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
RF
Robbins Farley Bedford, New Hampshire $226M AUM 26.76% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Laurel Oak Wealth Management's JHPI Position: Q1 2026 in Review

Laurel Oak Wealth Management opened a new position in John Hancock Preferred Income ETF (JHPI) in Q1 2026: 13,422 shares worth $303K. The stake represents 0.05% of the portfolio and ranks #273 among its holdings.

54 funds tracked by Wall St. Rank hold JHPI as of Q1 2026.

  • Laurel Oak Wealth Management held 13,422 shares of John Hancock Preferred Income ETF worth $303K as of Q1 2026.
  • John Hancock Preferred Income ETF was a new Laurel Oak Wealth Management position in Q1 2026.
  • John Hancock Preferred Income ETF made up 0.05% of Laurel Oak Wealth Management's portfolio in Q1 2026, its #273 holding.
  • 54 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.