RAM
HTD

Readystate Asset Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Readystate Asset Management’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
2025
Q3 		– Sell
-26,741
Closed -$625K – 513
2025
Q2 		$625K Buy
+26,741
New +$606K 0.02% 266
2025
Q1 		– Sell
-11,162
Closed -$246K – 664
2024
Q4 		$246K Buy
+11,162
New +$256K 0.01% 566

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Readystate Asset Management's HTD Position: Q3 2025 in Review

Readystate Asset Management sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q3 2025, closing a stake of 26,741 shares — an estimated $625K sold.

Readystate Asset Management first reported a position in HTD in Q4 2024 and held it in 2 quarters. The position peaked at $625K in Q2 2025. 96 funds tracked by Wall St. Rank hold HTD as of Q3 2025.

  • Readystate Asset Management reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q3 2025 after selling out during the quarter.
  • Readystate Asset Management sold 26,741 John Hancock Tax-Advantaged Dividend Income Fund shares in Q3 2025, an estimated $625K.
  • Readystate Asset Management first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2024 and held it in 2 quarters.
  • Readystate Asset Management's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $625K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2025.

Based on Readystate Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.