Position in JHI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$240,146
New position
Shares Held
18,029
first reported quarter
Ownership
0.206%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#5
of 11 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026INVICTUS PRIVATE WEALTH, LLC holds $2,621,230 across 4 Asset Management names. JHI ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEA |
Western Asset Premier Bond Fund
|
107,395 | $1,143,756 | |
| 2 | TEI |
Templeton Emerging Markets Income Fund
|
113,376 | $764,154 | |
| 3 | GBAB |
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
|
32,723 | $473,174 | |
| 4 | JHI |
John Hancock Investors Trust
This page
|
18,029 | $240,146 |
All Filings in JHI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,146 | 18,029 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||