PTM Wealth Management’s John Hancock Preferred Income ETF JHPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$12.8M Buy
589,537
+30,974
+6% +$696K 5.45% 8
2026
Q2
$12.6M Buy
558,563
+57,616
+12% +$1.32M 5.69% 7
2026
Q1
$11.4M Buy
+500,947
New +$11.5M 6.03% 7

Other funds holding JHPI

PTM Wealth Management's JHPI Position: Q3 2026 in Review

PTM Wealth Management increased its John Hancock Preferred Income ETF (JHPI) stake by 5.5% in Q3 2026, buying an estimated $696K and bringing the position to 589,537 shares worth $12.8M. The position accounts for 5.45% of the portfolio, ranked #8.

PTM Wealth Management first reported a position in JHPI in Q1 2026 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold JHPI as of Q3 2026.

  • PTM Wealth Management held 589,537 shares of John Hancock Preferred Income ETF worth $12.8M as of Q3 2026.
  • PTM Wealth Management bought 30,974 John Hancock Preferred Income ETF shares in Q3 2026, an estimated $696K.
  • John Hancock Preferred Income ETF made up 5.45% of PTM Wealth Management's portfolio in Q3 2026, its #8 holding.
  • PTM Wealth Management first reported a position in John Hancock Preferred Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q3 2026.

Based on PTM Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.