Powell Investment Advisors, LLC
Position in HTD — John Hancock Tax-Advantaged Dividend Income Fund
CIK 1802195
MIAMI, FL
Position in HTD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$257,449
+$7,272 QoQ
Shares Held
10,100
0.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#55
of 94 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HTD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Powell Investment Advisors, LLC holds $3,401,437 across 11 Asset Management names. HTD ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
6,800 | $800,156 | |
| 2 | BLK |
BlackRock, Inc.
|
708 | $680,784 | |
| 3 | FTF |
Franklin Ltd Duration Income Trust
|
60,337 | $349,351 | |
| 4 | APO |
Apollo Global Management, Inc.
|
2,897 | $342,744 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
6,551 | $279,007 | |
| 6 | HTD |
John Hancock Tax-Advantaged Dividend Income Fund
This page
|
10,100 | $257,449 | |
| 7 | OPP |
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
|
27,636 | $213,349 | |
| 8 | NZF |
Nuveen Municipal Credit Income Fund
|
13,474 | $170,850 |
All Filings in HTD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,449 | 10,100 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $250,177 | 10,100 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $238,966 | 10,100 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $250,480 | 10,100 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $236,239 | 10,100 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $241,693 | 10,100 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $222,402 | 10,100 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $234,522 | 10,100 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $204,121 | 10,100 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $198,566 | 10,100 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $191,672 | 10,104 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $179,376 | 10,100 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $216,770 | 10,626 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $226,333 | 10,616 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $242,453 | 10,606 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $222,113 | 10,597 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $242,994 | 10,588 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $270,450 | 10,581 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $276,483 | 10,573 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $241,727 | 10,565 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $274,248 | 11,014 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $258,343 | 10,998 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $247,577 | 11,767 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $239,044 | 12,522 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $240,827 | 12,504 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $219,611 | 12,485 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||