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Octavia Wealth Advisors’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Octavia Wealth Advisors’s Portfolio JHML Stock Details JHML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,062
Closed -$239K – 229
2023
Q4 		$239K Buy
+4,062
New +$223K 0.04% 196

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

Octavia Wealth Advisors's JHML Position: Q1 2024 in Review

Octavia Wealth Advisors sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q1 2024, closing a stake of 4,062 shares — an estimated $239K sold.

Octavia Wealth Advisors first reported a position in JHML in Q4 2023 and held it in 1 quarter. The position peaked at $239K in Q4 2023. 92 funds tracked by Wall St. Rank hold JHML as of Q1 2024.

  • Octavia Wealth Advisors reported no remaining John Hancock Multifactor Large Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Octavia Wealth Advisors sold 4,062 John Hancock Multifactor Large Cap ETF shares in Q1 2024, an estimated $239K.
  • Octavia Wealth Advisors first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2023 and held it in 1 quarter.
  • Octavia Wealth Advisors's John Hancock Multifactor Large Cap ETF position peaked at $239K in Q4 2023.
  • 92 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2024.

Based on Octavia Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.