Mascoma Wealth Management’s John Hancock Investors Trust JHI Stock Holding History

Mascoma Wealth Management’s Portfolio JHI Stock Details JHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-50	Closed	-$684	–	529
2025 Q4	$684	Hold	50	–	–	﹤0.01%	484
2025 Q3	$700	Hold	50	–	–	﹤0.01%	446
2025 Q2	$692	Hold	50	–	–	﹤0.01%	454
2025 Q1	$679	Hold	50	–	–	﹤0.01%	478
2024 Q4	$684	Hold	50	–	–	﹤0.01%	497
2024 Q3	$703	Hold	50	–	–	﹤0.01%	439
2024 Q2	$665	Hold	50	–	–	﹤0.01%	476
2024 Q1	$660	Hold	50	–	–	﹤0.01%	441
2023 Q4	$647	Hold	50	–	–	﹤0.01%	453
2023 Q3	$608	Hold	50	–	–	﹤0.01%	488
2023 Q2	$651	Hold	50	–	–	﹤0.01%	466
2023 Q1	$638	Hold	50	–	–	﹤0.01%	571
2022 Q4	$627	Hold	50	–	–	﹤0.01%	597
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	576
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	583
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	570
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	515
2021 Q3	$1K	Buy	+50	New	+$945	﹤0.01%	432
2021 Q2	–	Sell	-50	Closed	-$1K	–	291
2021 Q1	$1K	Buy	+50	New	+$889	﹤0.01%	427
2019 Q3	–	Sell	-50	Closed	-$1K	–	224
2019 Q2	$1K	Hold	50	–	–	﹤0.01%	361
2019 Q1	$1K	Buy	+50	New	+$771	﹤0.01%	373

Other funds holding JHI

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

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

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

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

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

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Mascoma Wealth Management's JHI Position: Q1 2026 in Review

Mascoma Wealth Management sold out of John Hancock Investors Trust (JHI) in Q1 2026, closing a stake of 50 shares — an estimated $684 sold.

Mascoma Wealth Management first reported a position in JHI in Q1 2019 and held it in 21 quarters. The position peaked at $1K in Q3 2022. 35 funds tracked by Wall St. Rank hold JHI as of Q1 2026.

Mascoma Wealth Management reported no remaining John Hancock Investors Trust position as of Q1 2026 after selling out during the quarter.
Mascoma Wealth Management sold 50 John Hancock Investors Trust shares in Q1 2026, an estimated $684.
Mascoma Wealth Management first reported a position in John Hancock Investors Trust in Q1 2019 and held it in 21 quarters.
Mascoma Wealth Management's John Hancock Investors Trust position peaked at $1K in Q3 2022.
35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2026.

Based on Mascoma Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.