BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio JHMM Stock Details JHMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1,018	Closed	-$76.3K	–	2070
2026 Q2	$76.3K	Sell	1,018 -10	-1%	-$721	0.01%	808
2026 Q1	$69K	Sell	1,028 -56	-5%	-$3.85K	0.01%	876
2025 Q4	$71K	Buy	+1,084	New	+$70.5K	0.01%	879
2025 Q2	–	Sell	-1,117	Closed	-$64K	–	2412
2025 Q1	$64K	Buy	+1,117	New	+$67.2K	0.01%	851
2024 Q4	–	Sell	-1,390	Closed	-$83.7K	–	2188
2024 Q3	$83.7K	Buy	+1,390	New	+$79.5K	0.01%	771

Other funds holding JHMM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s JHMM Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q3 2026, closing a stake of 1,018 shares — an estimated $76.3K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in JHMM in Q3 2024 and held it in 5 quarters. The position peaked at $83.7K in Q3 2024. 267 funds tracked by Wall St. Rank hold JHMM as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 1,018 John Hancock Multifactor Mid Cap ETF shares in Q3 2026, an estimated $76.3K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2024 and held it in 5 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s John Hancock Multifactor Mid Cap ETF position peaked at $83.7K in Q3 2024.
267 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.