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Stonebridge Financial Planning Group’s John Hancock Preferred Income ETF JHPI Stock Holding History

Stonebridge Financial Planning Group’s Portfolio JHPI Stock Details JHPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$286K Buy
12,684
+7
+0.1% +$161 0.11% 149
2025
Q4 		$290K Buy
12,677
+17
+0.1% +$392 0.1% 148
2025
Q3 		$293K Buy
12,660
+2,010
+19% +$46.1K 0.11% 149
2025
Q2 		$240K Buy
10,650
+1,368
+15% +$30.4K 0.1% 153
2025
Q1 		$208K Buy
+9,282
New +$210K 0.1% 158

Other funds holding JHPI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
PWM
PTM Wealth Management North Wales, United States $189M AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
RF
Robbins Farley Bedford, New Hampshire $226M AUM 26.76% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stonebridge Financial Planning Group's JHPI Position: Q1 2026 in Review

Stonebridge Financial Planning Group increased its John Hancock Preferred Income ETF (JHPI) stake by 0.06% in Q1 2026, buying an estimated $161 and bringing the position to 12,684 shares worth $286K. The position accounts for 0.11% of the portfolio, ranked #149.

Stonebridge Financial Planning Group first reported a position in JHPI in Q1 2025 and has held it in 5 quarters since. The position peaked at $293K in Q3 2025. 54 funds tracked by Wall St. Rank hold JHPI as of Q1 2026.

  • Stonebridge Financial Planning Group held 12,684 shares of John Hancock Preferred Income ETF worth $286K as of Q1 2026.
  • Stonebridge Financial Planning Group bought 7 John Hancock Preferred Income ETF shares in Q1 2026, an estimated $161.
  • John Hancock Preferred Income ETF made up 0.11% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #149 holding.
  • Stonebridge Financial Planning Group first reported a position in John Hancock Preferred Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Stonebridge Financial Planning Group's John Hancock Preferred Income ETF position peaked at $293K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.