Patriot Financial Group Insurance Agency’s John Hancock Multifactor Utilities ETF JHMU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-287	Closed	-$11K	–	2254
2022 Q1	$11K	Buy	287 +1	+0.3%	+$35	﹤0.01%	1340
2021 Q4	$10K	Buy	286 +14	+5%	+$470	﹤0.01%	1508
2021 Q3	$9K	Hold	272	–	–	﹤0.01%	1538
2021 Q2	$9K	Buy	272 +1	+0.4%	+$33	﹤0.01%	1497
2021 Q1	$9K	Buy	+271	New	+$8.29K	﹤0.01%	1410

Other funds holding JHMU

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

LWM

Laidlaw Wealth Management New York City, New York $35.1M AUM 38.91% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AWM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

AIL

AGF Investments LLC Toronto, Ontario, Canada $1.09B AUM 10.57% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of John Hancock Multifactor Utilities ETF (JHMU) in Q2 2022, closing a stake of 287 shares — an estimated $11K sold.

Patriot Financial Group Insurance Agency first reported a position in JHMU in Q1 2021 and held it in 5 quarters. The position peaked at $11K in Q1 2022. 11 funds tracked by Wall St. Rank hold JHMU as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining John Hancock Multifactor Utilities ETF position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 287 John Hancock Multifactor Utilities ETF shares in Q2 2022, an estimated $11K.
Patriot Financial Group Insurance Agency first reported a position in John Hancock Multifactor Utilities ETF in Q1 2021 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's John Hancock Multifactor Utilities ETF position peaked at $11K in Q1 2022.
11 funds tracked by Wall St. Rank held John Hancock Multifactor Utilities ETF as of Q2 2022.

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