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 Q2	$273K	Sell	12,014 -670	-5%	-$15.3K	0.09%	156
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

EIA

Eldridge Investment Advisors Manchester, New Hampshire $505M AUM 19.88% 1-Year Est. Return

PWM

PTM Wealth Management North Wales, United States $222M AUM 25.71% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stonebridge Financial Planning Group's JHPI Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its John Hancock Preferred Income ETF (JHPI) stake by 5.3% in Q2 2026, selling an estimated $15.3K and leaving 12,014 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #156.

Stonebridge Financial Planning Group first reported a position in JHPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $293K in Q3 2025. 55 funds tracked by Wall St. Rank hold JHPI as of Q2 2026.

Stonebridge Financial Planning Group held 12,014 shares of John Hancock Preferred Income ETF worth $273K as of Q2 2026.
Stonebridge Financial Planning Group sold 670 John Hancock Preferred Income ETF shares in Q2 2026, an estimated $15.3K.
John Hancock Preferred Income ETF made up 0.09% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #156 holding.
Stonebridge Financial Planning Group first reported a position in John Hancock Preferred Income ETF in Q1 2025 and has held it in 6 quarters since.
Stonebridge Financial Planning Group's John Hancock Preferred Income ETF position peaked at $293K in Q3 2025.
55 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.