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Summit Wealth Group (Colorado)’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio JHSC Stock Details JHSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15,964
Closed -$1.33M – 353
2025
Q3 		$1.33M Buy
+15,964
New +$651K 0.21% 77

Other funds holding JHSC

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Wealth Group (Colorado)'s JHSC Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of John Hancock Multifactor Small Cap ETF (JHSC) in Q4 2025, closing a stake of 15,964 shares — an estimated $1.33M sold.

Summit Wealth Group (Colorado) first reported a position in JHSC in Q3 2025 and held it in 1 quarter. The position peaked at $1.33M in Q3 2025. 74 funds tracked by Wall St. Rank hold JHSC as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining John Hancock Multifactor Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 15,964 John Hancock Multifactor Small Cap ETF shares in Q4 2025, an estimated $1.33M.
  • Summit Wealth Group (Colorado) first reported a position in John Hancock Multifactor Small Cap ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s John Hancock Multifactor Small Cap ETF position peaked at $1.33M in Q3 2025.
  • 74 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.