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Uniting Wealth Partners’s John Hancock Preferred Income ETF JHPI Stock Holding History

Uniting Wealth Partners’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 		$3.15M Buy
+139,414
New +$3.21M 0.67% 37
2025
Q4 		– Sell
-115,213
Closed -$2.67M – 179
2025
Q3 		$2.67M Buy
+115,213
New +$2.64M 0.63% 36

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

Uniting Wealth Partners's JHPI Position: Q1 2026 in Review

Uniting Wealth Partners opened a new position in John Hancock Preferred Income ETF (JHPI) in Q1 2026: 139,414 shares worth $3.15M. The stake represents 0.67% of the portfolio and ranks #37 among its holdings. This is a return to the name: Uniting Wealth Partners previously reported a position in JHPI as recently as Q3 2025.

Uniting Wealth Partners first reported a position in JHPI in Q3 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold JHPI as of Q1 2026.

  • Uniting Wealth Partners held 139,414 shares of John Hancock Preferred Income ETF worth $3.15M as of Q1 2026.
  • John Hancock Preferred Income ETF was a new Uniting Wealth Partners position in Q1 2026.
  • John Hancock Preferred Income ETF made up 0.67% of Uniting Wealth Partners's portfolio in Q1 2026, its #37 holding.
  • Uniting Wealth Partners first reported a position in John Hancock Preferred Income ETF in Q3 2025 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.