Orion Portfolio Solutions’s John Hancock Multifactor Industrials ETF JHMI Stock Holding History

Orion Portfolio Solutions’s Portfolio JHMI Stock Details JHMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-8,134	Closed	-$420K	–	690
2021 Q2	$420K	Buy	8,134 +3,110	+62%	+$160K	0.02%	405
2021 Q1	$249K	Sell	5,024 -1,137	-18%	-$52.7K	0.01%	475
2020 Q4	$273K	Buy	6,161 +630	+11%	+$26.6K	0.01%	413
2020 Q3	$214K	Buy	+5,531	New	+$206K	0.01%	412

Other funds holding JHMI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

EWM

EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Orion Portfolio Solutions's JHMI Position: Q3 2021 in Review

Orion Portfolio Solutions sold out of John Hancock Multifactor Industrials ETF (JHMI) in Q3 2021, closing a stake of 8,134 shares — an estimated $420K sold.

Orion Portfolio Solutions first reported a position in JHMI in Q3 2020 and held it in 4 quarters. The position peaked at $420K in Q2 2021. 14 funds tracked by Wall St. Rank hold JHMI as of Q3 2021.

Orion Portfolio Solutions reported no remaining John Hancock Multifactor Industrials ETF position as of Q3 2021 after selling out during the quarter.
Orion Portfolio Solutions sold 8,134 John Hancock Multifactor Industrials ETF shares in Q3 2021, an estimated $420K.
Orion Portfolio Solutions first reported a position in John Hancock Multifactor Industrials ETF in Q3 2020 and held it in 4 quarters.
Orion Portfolio Solutions's John Hancock Multifactor Industrials ETF position peaked at $420K in Q2 2021.
14 funds tracked by Wall St. Rank held John Hancock Multifactor Industrials ETF as of Q3 2021.

Based on Orion Portfolio Solutions's 13F filing for Q3 2021, filed 10 Nov 2021.