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Spectrum Wealth Advisory Group, LLC → HTD
Spectrum Wealth Advisory Group, LLC HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
6
Latest value
$12.7M
Q3 2026
Peak value
$19M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.6M |
| Q4 2025 | $10.3M |
| Q1 2026 | $11.9M |
| Q2 2026 | $608 |
| Q2 2026 | $19M |
| Q3 2026 | $12.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.7M | 285.7K | — | — |
| Q2 2026 | $19M | 426.9K | — | — |
| Q2 2026 | $608 | 8 | — | — |
| Q1 2026 | $11.9M | 279.9K | — | — |
| Q4 2025 | $10.3M | 247.3K | — | — |
| Q3 2025 | $9.6M | 239.6K | — | — |
Other funds holding HTD
$285.1M
$225.8M