Patriot Financial Group Insurance Agency’s John Hancock Multifactor Consumer Staples ETF JHMS Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio JHMS Stock Details JHMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-352	Closed	-$13K	–	2249
2022 Q1	$13K	Buy	352 +5	+1%	+$184	﹤0.01%	1269
2021 Q4	$13K	Buy	347 +18	+5%	+$636	﹤0.01%	1407
2021 Q3	$11K	Hold	329	–	–	﹤0.01%	1458
2021 Q2	$11K	Buy	329 +1	+0.3%	+$35	﹤0.01%	1431
2021 Q1	$11K	Buy	+328	New	+$10.7K	﹤0.01%	1336

Other funds holding JHMS

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAN

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

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JHMS Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of John Hancock Multifactor Consumer Staples ETF (JHMS) in Q2 2022, closing a stake of 352 shares — an estimated $13K sold.

Patriot Financial Group Insurance Agency first reported a position in JHMS in Q1 2021 and held it in 5 quarters. The position peaked at $13K in Q1 2022. 17 funds tracked by Wall St. Rank hold JHMS as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining John Hancock Multifactor Consumer Staples ETF position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 352 John Hancock Multifactor Consumer Staples ETF shares in Q2 2022, an estimated $13K.
Patriot Financial Group Insurance Agency first reported a position in John Hancock Multifactor Consumer Staples ETF in Q1 2021 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's John Hancock Multifactor Consumer Staples ETF position peaked at $13K in Q1 2022.
17 funds tracked by Wall St. Rank held John Hancock Multifactor Consumer Staples ETF as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.