Kingsview Wealth Management, LLC

Position in HTD — John Hancock Tax-Advantaged Dividend Income Fund

CIK 1791965 GRANTS PASS, OR

Position in HTD

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$331,918

+$19,559 QoQ

Shares Held

13,400

+1.5% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Kingsview Wealth Management, LLC holds $107,835,425 across 61 Asset Management names. HTD ranks #36 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSLV	Sprott Physical Silver Trust	942,093	$22,977,648
2	PHYS	Sprott Physical Gold Trust	536,503	$19,013,666
3	BLK	BlackRock, Inc.	8,985	$8,640,964
4	AMP	Ameriprise Financial Inc	16,917	$7,517,914
5	APO	Apollo Global Management, Inc.	64,922	$7,233,609
6	JHG	Janus Henderson Group Ltd.	103,329	$5,308,009
7	ARES	Ares Management Corp	26,304	$2,869,765
8	NSLR	Neostellar Capital Corp.	265,258	$2,840,913

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$331,918	13,400	+1.5%	Shares	Sole	2026-05-12
2025-12-31	$312,359	13,202	+1.5%	Shares	Sole	2026-02-09
2025-09-30	$322,474	13,003	+1.0%	Shares	Sole	2025-11-12
2025-06-30	$300,982	12,868	+1.4%	Shares	Sole	2025-08-08
2025-03-31	$303,671	12,690	+1.9%	Shares	Sole	2025-05-02
2024-12-31	$274,303	12,457	+1.4%	Shares	Sole	2025-01-28
2024-09-30	$285,257	12,285	+1.5%	Shares	Sole	2024-11-12
2024-06-30	$244,702	12,108	+1.6%	Shares	Sole	2024-08-14
2024-03-31	$234,307	11,918	+1.6%	Shares	Sole	2024-05-09
2023-12-31	$222,442	11,726	-20.1%	Shares	Sole	2024-02-08
2023-09-30	$260,521	14,669	+4.5%	Shares	Sole	2023-11-07
2023-06-30	$286,314	14,035	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.