AlphaCore Capital’s John Hancock Financial Opportunities Fund BTO Stock Holding History

AlphaCore Capital’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	–	Sell	-13,792	Closed	-$484K	–	1254
2025 Q4	$484K	Sell	13,792 -8,255	-37%	-$286K	0.01%	620
2025 Q3	$793K	Sell	22,047 -440	-2%	-$15.9K	0.03%	352
2025 Q2	$796K	Buy	22,487 +7,485	+50%	+$246K	0.03%	289
2025 Q1	$512K	Buy	+15,002	New	+$532K	0.04%	267

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

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

AlphaCore Capital's BTO Position: Q1 2026 in Review

AlphaCore Capital sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2026, closing a stake of 13,792 shares — an estimated $484K sold.

AlphaCore Capital first reported a position in BTO in Q1 2025 and held it in 4 quarters. The position peaked at $796K in Q2 2025. 79 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

AlphaCore Capital reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2026 after selling out during the quarter.
AlphaCore Capital sold 13,792 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $484K.
AlphaCore Capital first reported a position in John Hancock Financial Opportunities Fund in Q1 2025 and held it in 4 quarters.
AlphaCore Capital's John Hancock Financial Opportunities Fund position peaked at $796K in Q2 2025.
79 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.