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Nvest Wealth Strategies, Inc. → HTD
Nvest Wealth Strategies, Inc. HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
4
Latest value
$25M
Q3 2026
Peak value
$31.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $28.3M |
| Q1 2026 | $28M |
| Q2 2026 | $31.7M |
| Q3 2026 | $25M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $25M | 350.3K | — | — |
| Q2 2026 | $31.7M | 423.5K | — | — |
| Q1 2026 | $28M | 416.6K | — | — |
| Q4 2025 | $28.3M | 431.6K | — | — |
Other funds holding HTD
$285.1M
$225.8M