Advisornet Financial
BTO icon

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
Q3 		– Sell
-200
Closed -$7.88K – 869
2026
Q2 		$7.88K Hold
200
– – ﹤0.01% 1662
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 $1.96T AUM 27.49% 1-Year Est. Return
Z3 Capital Partners
Z3 Capital Partners Richmond, Virginia $482M AUM 40.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
FCA Corp
FCA Corp Houston, Texas $409M AUM 16.43% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Alessandra Capital Management
Alessandra Capital Management Torrance, California $142M AUM 42.73% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Advisornet Financial's BTO Position: Q3 2026 in Review

Advisornet Financial sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2026, closing a stake of 200 shares — an estimated $7.88K sold.

Advisornet Financial first reported a position in BTO in Q4 2018 and held it in 26 quarters. The position peaked at $193K in Q4 2021. 71 funds tracked by Wall St. Rank hold BTO as of Q3 2026.

  • Advisornet Financial reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2026 after selling out during the quarter.
  • Advisornet Financial sold 200 John Hancock Financial Opportunities Fund shares in Q3 2026, an estimated $7.88K.
  • Advisornet Financial first reported a position in John Hancock Financial Opportunities Fund in Q4 2018 and held it in 26 quarters.
  • Advisornet Financial's John Hancock Financial Opportunities Fund position peaked at $193K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.