WPA
PDT

Wealth Preservation Advisors’s John Hancock Premium Dividend Fund PDT Stock Holding History

Wealth Preservation Advisors’s Portfolio PDT Stock Details PDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-359
Closed -$4.7K – 703
2026
Q1 		$4.7K Hold
359
– – ﹤0.01% 498
2025
Q4 		$4.56K Hold
359
– – ﹤0.01% 393
2025
Q3 		$4.79K Hold
359
– – ﹤0.01% 370
2025
Q2 		$4.73K Hold
359
– – ﹤0.01% 370
2025
Q1 		$4.7K Buy
+359
New +$4.6K ﹤0.01% 386

Other funds holding PDT

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wealth Preservation Advisors's PDT Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of John Hancock Premium Dividend Fund (PDT) in Q2 2026, closing a stake of 359 shares — an estimated $4.7K sold.

Wealth Preservation Advisors first reported a position in PDT in Q1 2025 and held it in 5 quarters. The position peaked at $4.79K in Q3 2025. 108 funds tracked by Wall St. Rank hold PDT as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining John Hancock Premium Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 359 John Hancock Premium Dividend Fund shares in Q2 2026, an estimated $4.7K.
  • Wealth Preservation Advisors first reported a position in John Hancock Premium Dividend Fund in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's John Hancock Premium Dividend Fund position peaked at $4.79K in Q3 2025.
  • 108 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.