ENZI WEALTH JHSC — JOHN HANCOCK EXCHANGE TRADED

Ownership history in ENZI WEALTH  ·  13 quarters on record

AI Ownership Summary

ENZI WEALTH reported JOHN HANCOCK EXCHANGE TRADED (JHSC) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.1% in 2023 Q4. The latest visible filing shows JHSC at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JHSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ENZI WEALTH's position in JOHN HANCOCK EXCHANGE TRADED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JHSC was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JHSC stock page ENZI WEALTH fund profile ENZI WEALTH full holdings
How ENZI WEALTH held JHSC — position size vs. price
% of Fund (quarterly)    JHSC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 5,160 — 0% 0.08% $221K 2026-04-24 $46.19
2025 Q4 UNCHANGED — — — 5,160 — 0% 0.08% $229K 2026-01-15 $45.03
2025 Q3 REDUCED 5.1% +2.4% ❌ 5,160 -280 -5.1% 0.08% $214K 2025-10-17 $41.22
2025 Q2 UNCHANGED — — — 5,440 — 0% 0.08% $218K 2025-07-14 $39.95
2024 Q4 UNCHANGED — — — 5,440 — 0% 0.09% $227K 2025-01-23 $41.29
2024 Q3 REDUCED 9.0% -0.6% ✅ 5,440 -537 -9.0% 0.09% $220K 2024-10-15 $39.83
2024 Q1 REDUCED — — — 5,977 -2 -0.0% 0.10% $216K 2024-04-16 $35.18
2023 Q4 REDUCED 34.1% +4.2% ❌ 5,979 -3,098 -34.1% 0.10% $213K 2024-02-14 $35.42
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JHSC

As of 2026 Q1 — sorted by position size

SIMS INVESTMENT MANAGEMENT, LLC 5.51% American Institute for Advanced Investment Management, LLP 3Y 1.3% Cornell Pochily Investment Advisors, Inc. 3Y 7Y 0.73% VISTA INVESTMENT PARTNERS LLC 0.62% Midwest Heritage Bank, FSB 3Y 0.33% Newman Dignan & Sheerar, Inc. 3Y 7Y 0.31% Financially in Tune, LLC 0.18% Private Advisor Group, LLC 3Y 7Y 0.15% IAMS WEALTH MANAGEMENT, LLC 0.13% Evensky & Katz LLC 3Y 7Y 0.1%

FAQ About ENZI WEALTH and JHSC

These are the practical questions this page is built to answer before you even open the full history table.

How long has ENZI WEALTH reported owning JHSC?

ENZI WEALTH reported JHSC across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JHSC position in ENZI WEALTH's portfolio?

The largest reported portfolio weight for JHSC was 0.10% in 2023 Q4.

What is the latest reported JHSC position on this page?

The most recent filing on this page is 2026 Q1, when ENZI WEALTH reported 5,160 shares, equal to 0.08% of portfolio, with an estimated market value of $221K.

What does the chart on this JHSC ownership page compare?

The chart compares ENZI WEALTH's quarterly JHSC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ENZI WEALTH time their JHSC position?

Based on 13F filing dates vs. subsequent JHSC price moves, ENZI WEALTH correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on JHSC relative to SPY over the holding period was -7.7%.

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