NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in HTD — John Hancock Tax-Advantaged Dividend Income Fund
CIK 1109767
CEDAR RAPIDS, IA
Position in HTD
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$529,211
+$6,562 QoQ
Shares Held
21,365
-3.3% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HTD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $51,820,091 across 64 Asset Management names. HTD ranks #26 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FINS |
Angel Oak Financial Strategies Income Term Trust
|
484,445 | $6,176,673 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
128,030 | $6,109,591 | |
| 3 | BX |
Blackstone Inc.
|
33,775 | $3,883,787 | |
| 4 | BLK |
BlackRock, Inc.
|
3,188 | $3,065,931 | |
| 5 | AMP |
Ameriprise Financial Inc
|
5,976 | $2,655,734 | |
| 6 | OWL |
Blue Owl Capital Inc.
|
232,010 | $2,118,251 | |
| 7 | SII |
Sprott Inc.
|
13,000 | $1,857,700 | |
| 8 | PEO |
Adams Natural Resources Fund, Inc.
|
51,280 | $1,425,584 |
All Filings in HTD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $529,211 | 21,365 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $522,649 | 22,090 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $547,832 | 22,090 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $516,685 | 22,090 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $510,666 | 21,340 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $486,091 | 22,075 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $512,581 | 22,075 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $440,072 | 21,775 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $428,096 | 21,775 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $436,082 | 22,988 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $408,249 | 22,987 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,216,860 | 59,650 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,326,807 | 62,233 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,416,428 | 61,961 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,265,376 | 60,371 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,389,553 | 60,547 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,484,754 | 58,089 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,474,650 | 56,392 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,289,745 | 56,370 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,380,655 | 55,448 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,250,302 | 53,227 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,154,885 | 54,890 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,025,304 | 53,709 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $995,703 | 51,698 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $886,061 | 50,373 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||