AF
BTO

Advisornet Financial’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Advisornet Financial’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
Q1 		$7.17K Hold
200
– – ﹤0.01% 1640
2025
Q4 		$7.02K Hold
200
– – ﹤0.01% 1657
2025
Q3 		$7.2K Hold
200
– – ﹤0.01% 1615
2025
Q2 		$7.08K Hold
200
– – ﹤0.01% 1582
2025
Q1 		$6.82K Sell
200
-400
-67% -$14.2K ﹤0.01% 1528
2024
Q4 		$21.4K Hold
600
– – ﹤0.01% 1112
2024
Q3 		$19.9K Hold
600
– – ﹤0.01% 1200
2024
Q2 		$16.8K Hold
600
– – ﹤0.01% 1154
2024
Q1 		$17.7K Hold
600
– – ﹤0.01% 1112
2023
Q4 		$18K Hold
600
– – ﹤0.01% 1117
2023
Q3 		$15.8K Buy
+600
New +$16.7K ﹤0.01% 1109
2022
Q2 		– Sell
-496
Closed -$18.3K – 1889
2022
Q1 		$20K Sell
496
-3,645
-88% -$162K ﹤0.01% 1241
2021
Q4 		$193K Buy
4,141
+7
+0.2% +$307 0.01% 609
2021
Q3 		$176K Buy
4,134
+7
+0.2% +$283 0.01% 615
2021
Q2 		$155K Buy
4,127
+6
+0.1% +$238 0.01% 666
2021
Q1 		$158K Buy
4,121
+9
+0.2% +$314 0.01% 625
2020
Q4 		$125K Sell
4,112
-789
-16% -$20.7K 0.01% 629
2020
Q3 		$105K Buy
4,901
+2,861
+140% +$62.7K 0.01% 656
2020
Q2 		$47K Buy
2,040
+1,613
+378% +$34.8K ﹤0.01% 878
2020
Q1 		$8K Buy
427
+6
+1% +$178 ﹤0.01% 1311
2019
Q4 		$15K Buy
421
+7
+2% +$239 ﹤0.01% 1263
2019
Q3 		$13K Buy
414
+7
+2% +$222 ﹤0.01% 1303
2019
Q2 		$13K Buy
407
+7
+2% +$228 ﹤0.01% 1158
2019
Q1 		$13K Hold
400
– – ﹤0.01% 1100
2018
Q4 		$11K Buy
+400
New +$13.4K ﹤0.01% 1055

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

Advisornet Financial's BTO Position: Q1 2026 in Review

Advisornet Financial held its John Hancock Financial Opportunities Fund (BTO) position steady in Q1 2026 at 200 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Advisornet Financial first reported a position in BTO in Q4 2018 and has held it in 25 quarters since. The position peaked at $193K in Q4 2021. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Advisornet Financial held 200 shares of John Hancock Financial Opportunities Fund worth $7.17K as of Q1 2026.
  • Advisornet Financial left its John Hancock Financial Opportunities Fund share count unchanged in Q1 2026.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1640 holding.
  • Advisornet Financial first reported a position in John Hancock Financial Opportunities Fund in Q4 2018 and has held it in 25 quarters since.
  • Advisornet Financial's John Hancock Financial Opportunities Fund position peaked at $193K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.