PIA
HTD

Powell Investment Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Powell Investment Advisors’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$250K Hold
10,100
– – 0.09% 117
2025
Q4 		$239K Hold
10,100
– – 0.08% 125
2025
Q3 		$250K Hold
10,100
– – 0.09% 122
2025
Q2 		$236K Hold
10,100
– – 0.09% 117
2025
Q1 		$242K Hold
10,100
– – 0.12% 101
2024
Q4 		$222K Hold
10,100
– – 0.1% 117
2024
Q3 		$235K Hold
10,100
– – 0.11% 112
2024
Q2 		$204K Hold
10,100
– – 0.11% 113
2024
Q1 		$199K Sell
10,100
-4
-0% -$77 0.1% 117
2023
Q4 		$192K Buy
10,104
+4
+0% +$71 0.11% 119
2023
Q3 		$179K Sell
10,100
-526
-5% -$10.3K 0.11% 109
2023
Q2 		$217K Buy
10,626
+10
+0.1% +$205 0.13% 94
2023
Q1 		$226K Buy
10,616
+10
+0.1% +$230 0.13% 91
2022
Q4 		$242K Buy
10,606
+9
+0.1% +$201 0.14% 92
2022
Q3 		$222K Buy
10,597
+9
+0.1% +$213 0.15% 97
2022
Q2 		$243K Buy
10,588
+7
+0.1% +$171 0.15% 95
2022
Q1 		$270K Buy
10,581
+8
+0.1% +$198 0.16% 77
2021
Q4 		$276K Buy
10,573
+8
+0.1% +$196 0.16% 84
2021
Q3 		$242K Sell
10,565
-449
-4% -$11.1K 0.15% 90
2021
Q2 		$274K Buy
11,014
+16
+0.1% +$391 0.17% 80
2021
Q1 		$258K Sell
10,998
-769
-7% -$16.6K 0.17% 82
2020
Q4 		$249K Sell
11,767
-755
-6% -$15.4K 0.19% 74
2020
Q3 		$239K Buy
12,522
+18
+0.1% +$348 0.21% 75
2020
Q2 		$241K Buy
12,504
+19
+0.2% +$359 0.23% 77
2020
Q1 		$220K Buy
12,485
+8
+0.1% +$194 0.27% 76
2019
Q4 		$343K Buy
+12,477
New +$340K 0.36% 61

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Powell Investment Advisors's HTD Position: Q1 2026 in Review

Powell Investment Advisors held its John Hancock Tax-Advantaged Dividend Income Fund (HTD) position steady in Q1 2026 at 10,100 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #117.

Powell Investment Advisors first reported a position in HTD in Q4 2019 and has held it in 26 quarters since. The position peaked at $343K in Q4 2019. 93 funds tracked by Wall St. Rank hold HTD as of Q1 2026.

  • Powell Investment Advisors held 10,100 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $250K as of Q1 2026.
  • Powell Investment Advisors left its John Hancock Tax-Advantaged Dividend Income Fund share count unchanged in Q1 2026.
  • John Hancock Tax-Advantaged Dividend Income Fund made up 0.09% of Powell Investment Advisors's portfolio in Q1 2026, its #117 holding.
  • Powell Investment Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2019 and has held it in 26 quarters since.
  • Powell Investment Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $343K in Q4 2019.
  • 93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.