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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Robbins Farley Bedford, New Hampshire $226M AUM 26.76% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Leading Edge Financial Planning's JHPI Position: Q1 2026 in Review

Leading Edge Financial Planning increased its John Hancock Preferred Income ETF (JHPI) stake by 4.3% in Q1 2026, buying an estimated $9.21K and bringing the position to 9,761 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #68.

Leading Edge Financial Planning first reported a position in JHPI in Q1 2024 and has held it in 6 quarters since. The position peaked at $258K in Q3 2025. 54 funds tracked by Wall St. Rank hold JHPI as of Q1 2026.

Leading Edge Financial Planning held 9,761 shares of John Hancock Preferred Income ETF worth $220K as of Q1 2026.
Leading Edge Financial Planning bought 400 John Hancock Preferred Income ETF shares in Q1 2026, an estimated $9.21K.
John Hancock Preferred Income ETF made up 0.05% of Leading Edge Financial Planning's portfolio in Q1 2026, its #68 holding.
Leading Edge Financial Planning first reported a position in John Hancock Preferred Income ETF in Q1 2024 and has held it in 6 quarters since.
Leading Edge Financial Planning's John Hancock Preferred Income ETF position peaked at $258K in Q3 2025.
54 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.