Action Point Financial Planning’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Action Point Financial Planning’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 Q2	$45.7K	Buy	+1,160	New	+$43.1K	﹤0.01%	851

Other funds holding BTO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return

Action Point Financial Planning's BTO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in John Hancock Financial Opportunities Fund (BTO) in Q2 2026: 1,160 shares worth $45.7K. The stake represents ﹤0.01% of the portfolio and ranks #851 among its holdings.

83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

Action Point Financial Planning held 1,160 shares of John Hancock Financial Opportunities Fund worth $45.7K as of Q2 2026.
John Hancock Financial Opportunities Fund was a new Action Point Financial Planning position in Q2 2026.
John Hancock Financial Opportunities Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #851 holding.
83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.