Morey & Quinn Wealth Partners’s John Hancock Investors Trust JHI Stock Holding History

Morey & Quinn Wealth Partners’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 Q2	$552K	Hold	41,477	–	–	0.36%	68
2026 Q1	$535K	Hold	41,477	–	–	0.38%	66
2025 Q4	$567K	Sell	41,477 -225	-0.5%	-$3.11K	0.41%	59
2025 Q3	$583K	Hold	41,702	–	–	0.43%	57
2025 Q2	$577K	Sell	41,702 -1,300	-3%	-$17.3K	0.46%	51
2025 Q1	$584K	Sell	43,002 -525	-1%	-$7.31K	0.48%	50
2024 Q4	$595K	Buy	+43,527	New	+$614K	0.51%	44

Other funds holding JHI

SIA

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

AAM

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

CIA

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

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

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

Morey & Quinn Wealth Partners's JHI Position: Q2 2026 in Review

Morey & Quinn Wealth Partners held its John Hancock Investors Trust (JHI) position steady in Q2 2026 at 41,477 shares worth $552K. The position accounts for 0.36% of the portfolio, ranked #68.

Morey & Quinn Wealth Partners first reported a position in JHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $595K in Q4 2024. 37 funds tracked by Wall St. Rank hold JHI as of Q2 2026.

Morey & Quinn Wealth Partners held 41,477 shares of John Hancock Investors Trust worth $552K as of Q2 2026.
Morey & Quinn Wealth Partners left its John Hancock Investors Trust share count unchanged in Q2 2026.
John Hancock Investors Trust made up 0.36% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #68 holding.
Morey & Quinn Wealth Partners first reported a position in John Hancock Investors Trust in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's John Hancock Investors Trust position peaked at $595K in Q4 2024.
37 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.