Sound Income Strategies’s John Hancock Premium Dividend Fund PDT Stock Holding History

Sound Income Strategies’s Portfolio PDT Stock Details PDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,015	Closed	-$13.4K	–	1834
2026 Q1	$13.4K	Buy	1,015 +19	+2%	+$249	﹤0.01%	1368
2025 Q4	$12.8K	Sell	996 -1,608	-62%	-$20.8K	﹤0.01%	1338
2025 Q3	$34.5K	Buy	2,604 +18	+0.7%	+$240	﹤0.01%	662
2025 Q2	$34.1K	Buy	2,586 +18	+0.7%	+$229	﹤0.01%	620
2025 Q1	$33.6K	Buy	2,568 +645	+34%	+$8.27K	﹤0.01%	598
2024 Q4	$24.5K	Buy	1,923 +1,017	+112%	+$13.2K	﹤0.01%	636
2024 Q3	$12K	Buy	+906	New	+$11.3K	﹤0.01%	750

Other funds holding PDT

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PFA

Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sound Income Strategies's PDT Position: Q2 2026 in Review

Sound Income Strategies sold out of John Hancock Premium Dividend Fund (PDT) in Q2 2026, closing a stake of 1,015 shares — an estimated $13.4K sold.

Sound Income Strategies first reported a position in PDT in Q3 2024 and held it in 7 quarters. The position peaked at $34.5K in Q3 2025. 80 funds tracked by Wall St. Rank hold PDT as of Q2 2026.

Sound Income Strategies reported no remaining John Hancock Premium Dividend Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1,015 John Hancock Premium Dividend Fund shares in Q2 2026, an estimated $13.4K.
Sound Income Strategies first reported a position in John Hancock Premium Dividend Fund in Q3 2024 and held it in 7 quarters.
Sound Income Strategies's John Hancock Premium Dividend Fund position peaked at $34.5K in Q3 2025.
80 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.