AA
BTO

Advisory Advocates’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Advisory Advocates’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 		$1.21M Buy
30,800
+1,750
+6% +$65K 1.04% 20
2026
Q1 		$1.04M Buy
29,050
+2,050
+8% +$74.4K 1.06% 23
2025
Q4 		$947K Buy
+27,000
New +$935K 0.94% 29

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
ACM
Alessandra Capital Management Torrance, California $141M AUM

Advisory Advocates's BTO Position: Q2 2026 in Review

Advisory Advocates increased its John Hancock Financial Opportunities Fund (BTO) stake by 6% in Q2 2026, buying an estimated $65K and bringing the position to 30,800 shares worth $1.21M. The position accounts for 1.04% of the portfolio, ranked #20.

Advisory Advocates first reported a position in BTO in Q4 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • Advisory Advocates held 30,800 shares of John Hancock Financial Opportunities Fund worth $1.21M as of Q2 2026.
  • Advisory Advocates bought 1,750 John Hancock Financial Opportunities Fund shares in Q2 2026, an estimated $65K.
  • John Hancock Financial Opportunities Fund made up 1.04% of Advisory Advocates's portfolio in Q2 2026, its #20 holding.
  • Advisory Advocates first reported a position in John Hancock Financial Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.