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Amplius Wealth Advisors, LLC → HTD
Amplius Wealth Advisors, LLC HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
8
Latest value
$32.8M
Q3 2026
Peak value
$51.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $988K |
| Q4 2025 | $44.1M |
| Q1 2026 | $920K |
| Q1 2026 | $45M |
| Q2 2026 | $1M |
| Q2 2026 | $51.4M |
| Q3 2026 | $1M |
| Q3 2026 | $32.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $32.8M | 458.8K | — | — |
| Q3 2026 | $1M | 11.8K | — | — |
| Q2 2026 | $51.4M | 685.9K | — | — |
| Q2 2026 | $1M | 11.8K | — | — |
| Q1 2026 | $45M | 670.9K | — | — |
| Q1 2026 | $920K | 11.8K | — | — |
| Q4 2025 | $44.1M | 672.8K | — | — |
| Q4 2025 | $988K | 12.4K | — | — |
Other funds holding HTD
$285.1M
$225.8M