Ameriprise’s John Hancock Financial Opportunities Fund BTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.22M | Buy |
34,009
+9,469
| +39% | +$343K | ﹤0.01% | 3204 |
|
|
2025
Q4 | $861K | Sell |
24,540
-600
| -2% | -$20.8K | ﹤0.01% | 3408 |
|
|
2025
Q3 | $905K | Buy |
25,140
+2,189
| +10% | +$79.1K | ﹤0.01% | 3409 |
|
|
2025
Q2 | $813K | Buy |
22,951
+552
| +2% | +$18.2K | ﹤0.01% | 3352 |
|
|
2025
Q1 | $764K | Buy |
22,399
+347
| +2% | +$12.3K | ﹤0.01% | 3325 |
|
|
2024
Q4 | $787K | Buy |
22,052
+10,860
| +97% | +$389K | ﹤0.01% | 3346 |
|
|
2024
Q3 | $371K | Sell |
11,192
-1,029
| -8% | -$32.5K | ﹤0.01% | 3583 |
|
|
2024
Q2 | $342K | Buy |
12,221
+1,706
| +16% | +$47.4K | ﹤0.01% | 3552 |
|
|
2024
Q1 | $311K | Sell |
10,515
-609
| -5% | -$17.8K | ﹤0.01% | 3573 |
|
|
2023
Q4 | $335K | Buy |
11,124
+1,229
| +12% | +$33.3K | ﹤0.01% | 3584 |
|
|
2023
Q3 | $260K | Buy |
9,895
+101
| +1% | +$2.8K | ﹤0.01% | 3624 |
|
|
2023
Q2 | $263K | Sell |
9,794
-428
| -4% | -$11.6K | ﹤0.01% | 3646 |
|
|
2023
Q1 | $312K | Sell |
10,222
-561
| -5% | -$19.2K | ﹤0.01% | 3603 |
|
|
2022
Q4 | $360K | Buy |
10,783
+1,030
| +11% | +$34.9K | ﹤0.01% | 3524 |
|
|
2022
Q3 | $308K | Buy |
9,753
+211
| +2% | +$7.67K | ﹤0.01% | 3575 |
|
|
2022
Q2 | $354K | Sell |
9,542
-7,326
| -43% | -$270K | ﹤0.01% | 3514 |
|
|
2022
Q1 | $678K | Sell |
16,868
-4,132
| -20% | -$184K | ﹤0.01% | 3368 |
|
|
2021
Q4 | $998K | Sell |
21,000
-7,589
| -27% | -$333K | ﹤0.01% | 3258 |
|
|
2021
Q3 | $1.22M | Buy |
28,589
+16,746
| +141% | +$677K | ﹤0.01% | 3084 |
|
|
2021
Q2 | $445K | Buy |
11,843
+1,157
| +11% | +$45.8K | ﹤0.01% | 3497 |
|
|
2021
Q1 | $411K | Buy |
10,686
+720
| +7% | +$25.1K | ﹤0.01% | 3476 |
|
|
2020
Q4 | $302K | Sell |
9,966
-1,560
| -14% | -$40.9K | ﹤0.01% | 3502 |
|
|
2020
Q3 | $247K | Sell |
11,526
-3,019
| -21% | -$66.2K | ﹤0.01% | 3477 |
|
|
2020
Q2 | $334K | Sell |
14,545
-2,168
| -13% | -$46.7K | ﹤0.01% | 3327 |
|
|
2020
Q1 | $307K | Sell |
16,713
-38
| -0.2% | -$1.13K | ﹤0.01% | 3293 |
|
|
2019
Q4 | $608K | Buy |
16,751
+5,023
| +43% | +$172K | ﹤0.01% | 3262 |
|
|
2019
Q3 | $377K | Sell |
11,728
-934
| -7% | -$29.6K | ﹤0.01% | 3385 |
|
|
2019
Q2 | $408K | Sell |
12,662
-1,803
| -12% | -$58.7K | ﹤0.01% | 3398 |
|
|
2019
Q1 | $466K | Buy |
+14,465
| New | +$481K | ﹤0.01% | 3314 |
|
|
2018
Q4 | – | Sell |
-7,815
| Closed | -$289K | – | 3658 |
|
|
2018
Q3 | $289K | Buy |
+7,815
| New | +$299K | ﹤0.01% | 3453 |
|
|
2013
Q4 | – | Sell |
-216
| Closed | -$5K | – | 5169 |
|
|
2013
Q3 | $5K | Hold |
216
| – | – | ﹤0.01% | 5224 |
|
|
2013
Q2 | $5K | Buy |
+216
| New | +$4.53K | ﹤0.01% | 5127 |
|
Other funds holding BTO
ZCP
FC
NSAM
Ameriprise's BTO Position: Q1 2026 in Review
Ameriprise increased its John Hancock Financial Opportunities Fund (BTO) stake by 39% in Q1 2026, buying an estimated $343K and bringing the position to 34,009 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #3204.
Ameriprise first reported a position in BTO in Q2 2013 and has held it in 32 quarters since. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.
- Ameriprise held 34,009 shares of John Hancock Financial Opportunities Fund worth $1.22M as of Q1 2026.
- Ameriprise bought 9,469 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $343K.
- John Hancock Financial Opportunities Fund made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3204 holding.
- Ameriprise first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and has held it in 32 quarters since.
- 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.
Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.