PFA
HTD

Presper Financial Architects’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Presper Financial Architects’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 		– Sell
-42,581
Closed -$1.01M – 52
2025
Q4 		$1.01M Buy
42,581
+15,555
+58% +$380K 0.57% 17
2025
Q3 		$670K Sell
27,026
-548
-2% -$13.3K 0.39% 25
2025
Q2 		$645K Buy
+27,574
New +$624K 0.48% 22

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

Presper Financial Architects's HTD Position: Q1 2026 in Review

Presper Financial Architects sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q1 2026, closing a stake of 42,581 shares — an estimated $1.01M sold.

Presper Financial Architects first reported a position in HTD in Q2 2025 and held it in 3 quarters. The position peaked at $1.01M in Q4 2025. 93 funds tracked by Wall St. Rank hold HTD as of Q1 2026.

  • Presper Financial Architects reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q1 2026 after selling out during the quarter.
  • Presper Financial Architects sold 42,581 John Hancock Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $1.01M.
  • Presper Financial Architects first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2025 and held it in 3 quarters.
  • Presper Financial Architects's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $1.01M in Q4 2025.
  • 93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Presper Financial Architects's 13F filing for Q1 2026, filed 29 Apr 2026.