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Octavia Wealth Advisors’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

Octavia Wealth Advisors’s Portfolio JHSC Stock Details JHSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$298K Hold
6,127
– – 0.03% 174
2026
Q1 		$263K Buy
+6,127
New +$272K 0.03% 202

Other funds holding JHSC

CPIA
Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

Octavia Wealth Advisors's JHSC Position: Q2 2026 in Review

Octavia Wealth Advisors held its John Hancock Multifactor Small Cap ETF (JHSC) position steady in Q2 2026 at 6,127 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #174.

Octavia Wealth Advisors first reported a position in JHSC in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold JHSC as of Q2 2026.

  • Octavia Wealth Advisors held 6,127 shares of John Hancock Multifactor Small Cap ETF worth $298K as of Q2 2026.
  • Octavia Wealth Advisors left its John Hancock Multifactor Small Cap ETF share count unchanged in Q2 2026.
  • John Hancock Multifactor Small Cap ETF made up 0.03% of Octavia Wealth Advisors's portfolio in Q2 2026, its #174 holding.
  • Octavia Wealth Advisors first reported a position in John Hancock Multifactor Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.