Abel Hall LLC’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Abel Hall LLC’s Portfolio BTO Stock Details BTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$287K	Hold	8,000	–	–	0.05%	467
2026 Q2	$315K	Hold	8,000	–	–	0.05%	454
2026 Q1	$287K	Hold	8,000	–	–	0.06%	434
2025 Q4	$281K	Hold	8,000	–	–	0.07%	365
2025 Q3	$288K	Hold	8,000	–	–	0.12%	188
2025 Q2	$283K	Hold	8,000	–	–	0.13%	173
2025 Q1	$273K	Hold	8,000	–	–	0.16%	116
2024 Q4	$286K	Hold	8,000	–	–	0.18%	94
2024 Q3	$265K	Hold	8,000	–	–	0.17%	104
2024 Q2	$224K	Hold	8,000	–	–	0.16%	110
2024 Q1	$237K	Hold	8,000	–	–	0.18%	102
2023 Q4	$241K	Buy	+8,000	New	+$217K	0.21%	89

Other funds holding BTO

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Abel Hall LLC's BTO Position: Q3 2026 in Review

Abel Hall LLC held its John Hancock Financial Opportunities Fund (BTO) position steady in Q3 2026 at 8,000 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #467.

Abel Hall LLC first reported a position in BTO in Q4 2023 and has held it in 12 quarters since. The position peaked at $315K in Q2 2026. 11 funds tracked by Wall St. Rank hold BTO as of Q3 2026.

Abel Hall LLC held 8,000 shares of John Hancock Financial Opportunities Fund worth $287K as of Q3 2026.
Abel Hall LLC left its John Hancock Financial Opportunities Fund share count unchanged in Q3 2026.
John Hancock Financial Opportunities Fund made up 0.05% of Abel Hall LLC's portfolio in Q3 2026, its #467 holding.
Abel Hall LLC first reported a position in John Hancock Financial Opportunities Fund in Q4 2023 and has held it in 12 quarters since.
Abel Hall LLC's John Hancock Financial Opportunities Fund position peaked at $315K in Q2 2026.
11 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.