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 Q2	$3.29M	Buy	144,730 +5,316	+4%	+$122K	0.67%	41
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 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

Uniting Wealth Partners's JHPI Position: Q2 2026 in Review

Uniting Wealth Partners increased its John Hancock Preferred Income ETF (JHPI) stake by 3.8% in Q2 2026, buying an estimated $122K and bringing the position to 144,730 shares worth $3.29M. The position accounts for 0.67% of the portfolio, ranked #41.

Uniting Wealth Partners first reported a position in JHPI in Q3 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold JHPI as of Q2 2026.

Uniting Wealth Partners held 144,730 shares of John Hancock Preferred Income ETF worth $3.29M as of Q2 2026.
Uniting Wealth Partners bought 5,316 John Hancock Preferred Income ETF shares in Q2 2026, an estimated $122K.
John Hancock Preferred Income ETF made up 0.67% of Uniting Wealth Partners's portfolio in Q2 2026, its #41 holding.
Uniting Wealth Partners first reported a position in John Hancock Preferred Income ETF in Q3 2025 and has held it in 3 quarters since.
55 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.