Avidian Wealth Enterprises’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Avidian Wealth Enterprises’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	-5,789	Closed	-$208K	–	579
2025 Q3	$208K	Sell	5,789 -1,120	-16%	-$40.5K	0.01%	549
2025 Q2	$245K	Sell	6,909 -2,235	-24%	-$73.6K	0.01%	481
2025 Q1	$312K	Hold	9,144	–	–	0.01%	408
2024 Q4	$326K	Sell	9,144 -1,320	-13%	-$47.3K	0.01%	382
2024 Q3	$347K	Hold	10,464	–	–	0.02%	368
2024 Q2	$293K	Hold	10,464	–	–	0.01%	397
2024 Q1	$310K	Hold	10,464	–	–	0.02%	353
2023 Q4	$315K	Hold	10,464	–	–	0.02%	331
2023 Q3	$275K	Hold	10,464	–	–	0.02%	338
2023 Q2	$281K	Buy	10,464 +2,800	+37%	+$75.6K	0.02%	347
2023 Q1	$234K	Hold	7,664	–	–	0.01%	429
2022 Q4	$255K	Hold	7,664	–	–	0.02%	387
2022 Q3	$242K	Sell	7,664 -1,120	-13%	-$40.7K	0.02%	367
2022 Q2	$326K	Sell	8,784 -992	-10%	-$36.6K	0.02%	334
2022 Q1	$393K	Sell	9,776 -130	-1%	-$5.78K	0.02%	347
2021 Q4	$462K	Buy	+9,906	New	+$435K	0.03%	317

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

Avidian Wealth Enterprises's BTO Position: Q4 2025 in Review

Avidian Wealth Enterprises sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2025, closing a stake of 5,789 shares — an estimated $208K sold.

Avidian Wealth Enterprises first reported a position in BTO in Q4 2021 and held it in 16 quarters. The position peaked at $462K in Q4 2021. 84 funds tracked by Wall St. Rank hold BTO as of Q4 2025.

Avidian Wealth Enterprises reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Avidian Wealth Enterprises sold 5,789 John Hancock Financial Opportunities Fund shares in Q4 2025, an estimated $208K.
Avidian Wealth Enterprises first reported a position in John Hancock Financial Opportunities Fund in Q4 2021 and held it in 16 quarters.
Avidian Wealth Enterprises's John Hancock Financial Opportunities Fund position peaked at $462K in Q4 2021.
84 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2025, filed 2 Feb 2026.