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

Advisory Services Network’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
2025 Q4	–	Sell	-97	Closed	-$3.49K	–	2142
2025 Q3	$3.49K	Buy	+97	New	+$3.51K	﹤0.01%	3652
2024 Q2	–	Sell	-7,047	Closed	-$208K	–	1548
2024 Q1	$208K	Sell	7,047 -4,782	-40%	-$140K	﹤0.01%	1321
2023 Q4	$356K	Sell	11,829 -2,622	-18%	-$71K	0.01%	1028
2023 Q3	$379K	Sell	14,451 -1,830	-11%	-$50.8K	0.01%	1036
2023 Q2	$437K	Buy	16,281 +2,607	+19%	+$70.4K	0.01%	976
2023 Q1	$418K	Buy	13,674 +11,488	+526%	+$393K	0.01%	999
2022 Q4	$72.8K	Buy	+2,186	New	+$74.1K	﹤0.01%	1775
2021 Q3	–	Sell	-2,693	Closed	-$101K	–	1648
2021 Q2	$101K	Buy	+2,693	New	+$107K	﹤0.01%	1608
2021 Q1	–	Sell	-4,509	Closed	-$137K	–	1503
2020 Q4	$137K	Sell	4,509 -3,441	-43%	-$90.2K	0.01%	1194
2020 Q3	$170K	Buy	+7,950	New	+$174K	0.01%	1034
2020 Q2	–	Sell	-7,105	Closed	-$130K	–	1261
2020 Q1	$130K	Buy	7,105 +6,517	+1,108%	+$193K	0.01%	960
2019 Q4	$21K	Buy	+588	New	+$20.1K	﹤0.01%	1976
2017 Q4	–	Sell	-464	Closed	-$17K	–	2533
2017 Q3	$17K	Sell	464 -2,190	-83%	-$76K	﹤0.01%	1441
2017 Q2	$96K	Buy	+2,654	New	+$92.5K	0.01%	853

Other funds holding BTO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Advisory Services Network's BTO Position: Q4 2025 in Review

Advisory Services Network sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2025, closing a stake of 97 shares — an estimated $3.49K sold.

Advisory Services Network first reported a position in BTO in Q2 2017 and held it in 14 quarters. The position peaked at $437K in Q2 2023. 84 funds tracked by Wall St. Rank hold BTO as of Q4 2025.

Advisory Services Network reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Advisory Services Network sold 97 John Hancock Financial Opportunities Fund shares in Q4 2025, an estimated $3.49K.
Advisory Services Network first reported a position in John Hancock Financial Opportunities Fund in Q2 2017 and held it in 14 quarters.
Advisory Services Network's John Hancock Financial Opportunities Fund position peaked at $437K in Q2 2023.
84 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.