MPIA
HTD

Milestones Private Investment Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Milestones Private Investment Advisors’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,311
Closed -$268K – 91
2025
Q4 		$268K Hold
11,311
– – 0.18% 100
2025
Q3 		$281K Hold
11,311
– – 0.19% 100
2025
Q2 		$265K Buy
+11,311
New +$256K 0.2% 97

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Milestones Private Investment Advisors's HTD Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q1 2026, closing a stake of 11,311 shares — an estimated $268K sold.

Milestones Private Investment Advisors first reported a position in HTD in Q2 2025 and held it in 3 quarters. The position peaked at $281K in Q3 2025. 93 funds tracked by Wall St. Rank hold HTD as of Q1 2026.

  • Milestones Private Investment Advisors reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q1 2026 after selling out during the quarter.
  • Milestones Private Investment Advisors sold 11,311 John Hancock Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $268K.
  • Milestones Private Investment Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2025 and held it in 3 quarters.
  • Milestones Private Investment Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $281K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.