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QP Wealth Management, LLC

SEC CIK
0001802496
Latest filing
Jul 20, 2026

HTD holding history

John Hancock Tax-Advantaged Dividend Income Fund in every 13F filed by QP Wealth Management, 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 (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of HTD by QP Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−9,630−100.0%Sold outHolders
Q3 20229,630$201.0K0.3%−9,160−48.7%ReducedHolders
Q2 202218,790$431.0K0.6%−3,500−15.7%ReducedHolders
Q1 202222,290$570.0K0.6%+200+0.9%AddedHolders
Q4 202122,090$578.0K0.6%+100+0.5%AddedHolders
Q3 202121,990$503.0K0.5%+600+2.8%AddedHolders
Q2 202121,390$533.0K0.5%+2,035+10.5%AddedHolders
Q1 202119,355$455.0K0.5%––Holders

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