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John Hancock Tax-Advantage Dvd Incom shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of John Hancock Tax-Advantage Dvd Incom (HTD) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa investment in John Hancock Tax-Advantage Dvd Incom

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All positions including John Hancock Tax-Advantage Dvd Incom held by Wellington-altus Usa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in John Hancock Tax-Advantage Dvd Incom by Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $194k 7.8k 24.77
2026-03-31 $199k 7.8k 25.49
2025-12-31 $185k 7.8k 23.66

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding John Hancock Tax-Advantage Dvd Incom

UBS Group
Captrust Financial Advisors
Morgan Stanley
LPL Financial
Invesco
Raymond James Financial
Guggenheim Capital, LLC Managers
Wells Fargo & Company
Bank of America Corporation
Cetera Investment Advisers
Royal Bank of Canada
First Trust Advisors
Advisor Group Holdings
Stifel Financial
Live Oak Private Wealth

View all funds holding John Hancock Tax-Advantage Dvd Incom