Widmann Financial Services’s John Hancock Preferred Income ETF JHPI Stock Holding History

Widmann Financial Services’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	$650K	Buy	28,655 +12,215	+74%	+$280K	0.35%	72
2026 Q1	$371K	Buy	+16,440	New	+$379K	0.22%	83

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

Widmann Financial Services's JHPI Position: Q2 2026 in Review

Widmann Financial Services increased its John Hancock Preferred Income ETF (JHPI) stake by 74% in Q2 2026, buying an estimated $280K and bringing the position to 28,655 shares worth $650K. The position accounts for 0.35% of the portfolio, ranked #72.

Widmann Financial Services first reported a position in JHPI in Q1 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold JHPI as of Q2 2026.

Widmann Financial Services held 28,655 shares of John Hancock Preferred Income ETF worth $650K as of Q2 2026.
Widmann Financial Services bought 12,215 John Hancock Preferred Income ETF shares in Q2 2026, an estimated $280K.
John Hancock Preferred Income ETF made up 0.35% of Widmann Financial Services's portfolio in Q2 2026, its #72 holding.
Widmann Financial Services first reported a position in John Hancock Preferred Income ETF in Q1 2026 and has held it in 2 quarters since.
55 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.