ZRP
PDT

Zynergy Retirement Planning’s John Hancock Premium Dividend Fund PDT Stock Holding History

Zynergy Retirement Planning’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
2025
Q2 		– Sell
-200
Closed -$2.55K – 76
2025
Q1 		$2.55K Hold
200
– – ﹤0.01% 99
2024
Q4 		$2.64K Hold
200
– – ﹤0.01% 92
2024
Q3 		$2.64K Hold
200
– – ﹤0.01% 92
2024
Q2 		$2.36K Buy
+200
New +$2.29K ﹤0.01% 105

Other funds holding PDT

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zynergy Retirement Planning's PDT Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of John Hancock Premium Dividend Fund (PDT) in Q2 2025, closing a stake of 200 shares — an estimated $2.55K sold.

Zynergy Retirement Planning first reported a position in PDT in Q2 2024 and held it in 4 quarters. The position peaked at $2.64K in Q4 2024. 90 funds tracked by Wall St. Rank hold PDT as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining John Hancock Premium Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 200 John Hancock Premium Dividend Fund shares in Q2 2025, an estimated $2.55K.
  • Zynergy Retirement Planning first reported a position in John Hancock Premium Dividend Fund in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's John Hancock Premium Dividend Fund position peaked at $2.64K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.