SA
HTD

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

Sanctuary 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 		$1.27M Sell
51,378
-502
-1% -$12.4K 0.01% 1195
2025
Q4 		$1.23M Buy
51,880
+3,338
+7% +$81.5K 0.01% 1207
2025
Q3 		$1.2M Buy
48,542
+17,807
+58% +$433K 0.01% 1183
2025
Q2 		$719K Buy
+30,735
New +$696K ﹤0.01% 1405

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

Sanctuary Advisors's HTD Position: Q1 2026 in Review

Sanctuary Advisors reduced its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 0.97% in Q1 2026, selling an estimated $12.4K and leaving 51,378 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #1195.

Sanctuary Advisors first reported a position in HTD in Q2 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold HTD as of Q1 2026.

  • Sanctuary Advisors held 51,378 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $1.27M as of Q1 2026.
  • Sanctuary Advisors sold 502 John Hancock Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $12.4K.
  • John Hancock Tax-Advantaged Dividend Income Fund made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1195 holding.
  • Sanctuary Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.