Sowell Financial Services’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Sowell Financial Services’s Portfolio JHMM Stock Details JHMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,014	Closed	-$575K	–	549
2024 Q1	$575K	Sell	10,014 -2,263	-18%	-$122K	0.03%	432
2023 Q4	$647K	Sell	12,277 -808	-6%	-$39K	0.04%	396
2023 Q3	$619K	Buy	13,085 +326	+3%	+$16.2K	0.04%	370
2023 Q2	$634K	Buy	+12,759	New	+$606K	0.04%	423
2023 Q1	–	Sell	-15,967	Closed	-$743K	–	805
2022 Q4	$743K	Buy	+15,967	New	+$742K	0.05%	366
2020 Q2	–	Sell	-2,012	Closed	-$57K	–	2573
2020 Q1	$57K	Buy	+2,012	New	+$72.5K	﹤0.01%	1010

Other funds holding JHMM

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return