SWP
JHI

Stratos Wealth Partners’s John Hancock Investors Trust JHI Stock Holding History

Stratos Wealth Partners’s Portfolio JHI Stock Details JHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$591K Buy
45,754
+4,902
+12% +$66.6K 0.01% 1000
2025
Q4 		$558K Buy
40,852
+695
+2% +$9.59K 0.01% 1006
2025
Q3 		$562K Buy
40,157
+1,644
+4% +$23.1K 0.01% 966
2025
Q2 		$533K Sell
38,513
-70,204
-65% -$932K 0.01% 899
2025
Q1 		$1.48M Sell
108,717
-2,471
-2% -$34.4K 0.02% 540
2024
Q4 		$1.52M Buy
111,188
+2
+0% +$28 0.02% 546
2024
Q3 		$1.56M Buy
111,186
+5,418
+5% +$73.5K 0.02% 527
2024
Q2 		$1.41M Sell
105,768
-425
-0.4% -$5.66K 0.02% 546
2024
Q1 		$1.4M Sell
106,193
-4,050
-4% -$53K 0.02% 542
2023
Q4 		$1.43M Buy
110,243
+435
+0.4% +$5.38K 0.03% 503
2023
Q3 		$1.33M Sell
109,808
-21,723
-17% -$276K 0.03% 477
2023
Q2 		$1.66M Buy
131,531
+1,097
+0.8% +$13.9K 0.04% 386
2023
Q1 		$1.66M Sell
130,434
-5,023
-4% -$65.1K 0.04% 365
2022
Q4 		$1.7M Buy
135,457
+66,407
+96% +$838K 0.04% 379
2022
Q3 		$833K Buy
69,050
+13,105
+23% +$180K 0.02% 537
2022
Q2 		$737K Sell
55,945
-4,652
-8% -$69.5K 0.02% 592
2022
Q1 		$1.02M Sell
60,597
-31,725
-34% -$537K 0.02% 545
2021
Q4 		$1.79M Buy
92,322
+3,042
+3% +$57K 0.04% 384
2021
Q3 		$1.67M Buy
89,280
+4,363
+5% +$82.4K 0.04% 360
2021
Q2 		$1.6M Sell
84,917
-5,923
-7% -$109K 0.04% 405
2021
Q1 		$1.63M Sell
90,840
-89
-0.1% -$1.58K 0.05% 359
2020
Q4 		$1.57M Buy
90,929
+75
+0.1% +$1.24K 0.05% 330
2020
Q3 		$1.44M Sell
90,854
-54,565
-38% -$875K 0.05% 314
2020
Q2 		$2.25M Sell
145,419
-35,781
-20% -$512K 0.08% 240
2020
Q1 		$2.28M Buy
181,200
+3,172
+2% +$51.7K 0.1% 200
2019
Q4 		$3.16M Buy
178,028
+3,723
+2% +$64.1K 0.12% 181
2019
Q3 		$2.97M Buy
174,305
+659
+0.4% +$11.2K 0.13% 174
2019
Q2 		$2.85M Buy
173,646
+2,747
+2% +$44.2K 0.12% 176
2019
Q1 		$2.69M Buy
170,899
+2,548
+2% +$39.3K 0.12% 183
2018
Q4 		$2.38M Buy
168,351
+3,810
+2% +$58K 0.12% 181
2018
Q3 		$2.65M Buy
164,541
+21,727
+15% +$353K 0.12% 183
2018
Q2 		$2.28M Buy
142,814
+5,954
+4% +$97.1K 0.1% 217
2018
Q1 		$2.27M Sell
136,860
-1,010
-0.7% -$17.3K 0.1% 221
2017
Q4 		$2.41M Sell
137,870
-1,456
-1% -$25.8K 0.11% 200
2017
Q3 		$2.53M Sell
139,326
-3,244
-2% -$58.8K 0.12% 180
2017
Q2 		$2.44M Sell
142,570
-15,506
-10% -$271K 0.13% 167
2017
Q1 		$2.69M Sell
158,076
-5,380
-3% -$91.6K 0.15% 137
2016
Q4 		$2.71M Buy
163,456
+39,177
+32% +$650K 0.17% 128
2016
Q3 		$2.08M Sell
124,279
-6,282
-5% -$107K 0.14% 142
2016
Q2 		$2.1M Buy
130,561
+2,686
+2% +$41.8K 0.16% 129
2016
Q1 		$1.97M Buy
127,875
+35,143
+38% +$505K 0.17% 111
2015
Q4 		$1.33M Buy
+92,732
New +$1.36M 0.11% 147

Other funds holding JHI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Stratos Wealth Partners's JHI Position: Q1 2026 in Review

Stratos Wealth Partners increased its John Hancock Investors Trust (JHI) stake by 12% in Q1 2026, buying an estimated $66.6K and bringing the position to 45,754 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #1000.

Stratos Wealth Partners first reported a position in JHI in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.16M in Q4 2019. 35 funds tracked by Wall St. Rank hold JHI as of Q1 2026.

  • Stratos Wealth Partners held 45,754 shares of John Hancock Investors Trust worth $591K as of Q1 2026.
  • Stratos Wealth Partners bought 4,902 John Hancock Investors Trust shares in Q1 2026, an estimated $66.6K.
  • John Hancock Investors Trust made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1000 holding.
  • Stratos Wealth Partners first reported a position in John Hancock Investors Trust in Q4 2015 and has held it in 42 quarters since.
  • Stratos Wealth Partners's John Hancock Investors Trust position peaked at $3.16M in Q4 2019.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.