Leading Edge Financial Planning’s John Hancock Preferred Income ETF JHPI Stock Holding History

Leading Edge Financial Planning’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 Q2	$221K	Sell	9,727 -34	-0.3%	-$779	0.04%	71
2026 Q1	$220K	Buy	9,761 +400	+4%	+$9.21K	0.05%	68
2025 Q4	$214K	Sell	9,361 -1,788	-16%	-$41.2K	0.05%	63
2025 Q3	$258K	Sell	11,149 -36	-0.3%	-$825	0.06%	52
2025 Q2	$252K	Buy	11,185 +771	+7%	+$17.2K	0.07%	49
2025 Q1	$233K	Buy	+10,414	New	+$236K	0.07%	51
2024 Q2	–	Sell	-8,984	Closed	-$202K	–	52
2024 Q1	$202K	Buy	+8,984	New	+$199K	0.09%	51

Other funds holding JHPI

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

EIA

Eldridge Investment Advisors Manchester, New Hampshire $505M AUM 19.88% 1-Year Est. Return

PWM

PTM Wealth Management North Wales, United States $222M AUM 25.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Leading Edge Financial Planning's JHPI Position: Q2 2026 in Review

Leading Edge Financial Planning reduced its John Hancock Preferred Income ETF (JHPI) stake by 0.35% in Q2 2026, selling an estimated $779 and leaving 9,727 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #71.

Leading Edge Financial Planning first reported a position in JHPI in Q1 2024 and has held it in 7 quarters since. The position peaked at $258K in Q3 2025. 55 funds tracked by Wall St. Rank hold JHPI as of Q2 2026.

Leading Edge Financial Planning held 9,727 shares of John Hancock Preferred Income ETF worth $221K as of Q2 2026.
Leading Edge Financial Planning sold 34 John Hancock Preferred Income ETF shares in Q2 2026, an estimated $779.
John Hancock Preferred Income ETF made up 0.04% of Leading Edge Financial Planning's portfolio in Q2 2026, its #71 holding.
Leading Edge Financial Planning first reported a position in John Hancock Preferred Income ETF in Q1 2024 and has held it in 7 quarters since.
Leading Edge Financial Planning's John Hancock Preferred Income ETF position peaked at $258K in Q3 2025.
55 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.