SAI
HTD

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

Savvy Advisors Inc’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
Q2 		$549K Sell
21,541
-202
-0.9% -$5.13K 0.01% 741
2026
Q1 		$539K Sell
21,743
-5,152
-19% -$127K 0.01% 634
2025
Q4 		$636K Buy
+26,895
New +$657K 0.02% 490

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Savvy Advisors Inc's HTD Position: Q2 2026 in Review

Savvy Advisors Inc reduced its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 0.93% in Q2 2026, selling an estimated $5.13K and leaving 21,541 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #741.

Savvy Advisors Inc first reported a position in HTD in Q4 2025 and has held it in 3 quarters since. The position peaked at $636K in Q4 2025. 93 funds tracked by Wall St. Rank hold HTD as of Q2 2026.

  • Savvy Advisors Inc held 21,541 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $549K as of Q2 2026.
  • Savvy Advisors Inc sold 202 John Hancock Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $5.13K.
  • John Hancock Tax-Advantaged Dividend Income Fund made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #741 holding.
  • Savvy Advisors Inc first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $636K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.