Realta Investment Advisors’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Realta Investment Advisors’s Portfolio JHML Stock Details JHML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-192	Closed	-$12.5K	–	572
2024 Q2	$12.5K	Buy	192 +1	+0.5%	+$64	﹤0.01%	661
2024 Q1	$12.4K	Buy	+191	New	+$11.7K	﹤0.01%	679
2023 Q4	–	Sell	-339	Closed	-$18.6K	–	634
2023 Q3	$18.6K	Hold	339	–	–	﹤0.01%	623
2023 Q2	$18.6K	Buy	+339	New	+$17.8K	﹤0.01%	666
2023 Q1	–	Sell	-438	Closed	-$21.6K	–	647
2022 Q4	$21.6K	Buy	438 +2	+0.5%	+$99	0.01%	638
2022 Q3	$20K	Buy	+436	New	+$21.9K	0.01%	621

Other funds holding JHML

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HIF

Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

Realta Investment Advisors's JHML Position: Q3 2024 in Review

Realta Investment Advisors sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q3 2024, closing a stake of 192 shares — an estimated $12.5K sold.

Realta Investment Advisors first reported a position in JHML in Q3 2022 and held it in 6 quarters. The position peaked at $21.6K in Q4 2022. 100 funds tracked by Wall St. Rank hold JHML as of Q3 2024.

Realta Investment Advisors reported no remaining John Hancock Multifactor Large Cap ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 192 John Hancock Multifactor Large Cap ETF shares in Q3 2024, an estimated $12.5K.
Realta Investment Advisors first reported a position in John Hancock Multifactor Large Cap ETF in Q3 2022 and held it in 6 quarters.
Realta Investment Advisors's John Hancock Multifactor Large Cap ETF position peaked at $21.6K in Q4 2022.
100 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.