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Livermore
Livermore
ZHEN

Sowell Financial Services LLC

SEC CIK
0001633697
Latest filing
Jul 17, 2026

HTD holding history

John Hancock Tax-Advantaged Dividend Income Fund in every 13F filed by Sowell Financial Services LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HTD overviewAll 13F holders of HTDFull Q2 2026 holdings

Shares (Q2 2026)
13,224
Value
$337.1K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of HTD by Sowell Financial Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,224$337.1K<0.1%+3,543+36.6%AddedHolders
Q1 20269,681$239.8K<0.1%+54+0.6%AddedHolders
Q4 20259,627$227.8K<0.1%+55+0.6%AddedHolders
Q3 20259,572$237.4K<0.1%+53+0.6%AddedHolders
Q2 20259,519$222.7K<0.1%−202−2.1%ReducedHolders
Q1 20259,721$232.6K<0.1%+9,721NewHolders
Q4 20240$00.0%−11,651−100.0%Sold outHolders
Q3 202411,651$271.0K<0.1%−2,774−19.2%ReducedHolders
Q2 202414,425$292.0K<0.1%−207−1.4%ReducedHolders
Q1 202414,632$288.0K<0.1%−2,938−16.7%ReducedHolders
Q4 202317,570$333.0K<0.1%+17,570NewHolders
Q3 20230$00.0%−17,996−100.0%Sold outHolders
Q2 202317,996$367.0K<0.1%+86+0.5%AddedHolders
Q1 202317,910$382.0K<0.1%+78+0.4%AddedHolders
Q4 202217,832$408.0K<0.1%+633+3.7%AddedHolders
Q3 202217,199$361.0K<0.1%+74+0.4%AddedHolders
Q2 202217,125$393.0K<0.1%+47+0.3%AddedHolders
Q1 202217,078$400.0K0.1%+92+0.5%AddedHolders
Q4 202116,986$444.0K<0.1%+2,865+20.3%AddedHolders
Q3 202114,121$323.0K<0.1%+66+0.5%AddedHolders
Q2 202114,055$350.0K<0.1%+43+0.3%AddedHolders
Q1 202114,012$341.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.