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Magnus Financial Group LLC → HTD
Magnus Financial Group LLC HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
15
Latest value
$15M
Q3 2026
Peak value
$15M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q3 2025 | $574K |
| Q3 2025 | $12.9M |
| Q4 2025 | $1.5M |
| Q4 2025 | $398K |
| Q4 2025 | $13.5M |
| Q1 2026 | $1.5M |
| Q1 2026 | $406K |
| Q1 2026 | $14M |
| Q2 2026 | $1.8M |
| Q2 2026 | $476K |
| Q2 2026 | $14.9M |
| Q3 2026 | $1.7M |
| Q3 2026 | $438K |
| Q3 2026 | $15M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15M | 338.3K | — | — |
| Q3 2026 | $438K | 9.6K | — | — |
| Q3 2026 | $1.7M | 23.5K | — | — |
| Q2 2026 | $14.9M | 335.3K | — | — |
| Q2 2026 | $476K | 9.8K | — | — |
| Q2 2026 | $1.8M | 23.5K | — | — |
| Q1 2026 | $14M | 329.7K | — | — |
| Q1 2026 | $406K | 9.5K | — | — |
| Q1 2026 | $1.5M | 22.8K | — | — |
| Q4 2025 | $13.5M | 325.2K | — | — |
| Q4 2025 | $398K | 9.5K | — | — |
| Q4 2025 | $1.5M | 22.8K | — | — |
| Q3 2025 | $12.9M | 322.4K | — | — |
| Q3 2025 | $574K | 13.7K | — | — |
| Q3 2025 | $1.6M | 25.5K | — | — |
Other funds holding HTD
$285.1M
$225.8M