BHWM
BTO

Beaird Harris Wealth Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Beaird Harris Wealth Management’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 		– Sell
-143
Closed -$5.13K – 713
2026
Q1 		$5.13K Buy
+143
New +$5.19K ﹤0.01% 409

Other funds holding BTO

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Beaird Harris Wealth Management's BTO Position: Q2 2026 in Review

Beaird Harris Wealth Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2026, closing a stake of 143 shares — an estimated $5.13K sold.

Beaird Harris Wealth Management first reported a position in BTO in Q1 2026 and held it in 1 quarter. The position peaked at $5.13K in Q1 2026. 9 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • Beaird Harris Wealth Management reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 143 John Hancock Financial Opportunities Fund shares in Q2 2026, an estimated $5.13K.
  • Beaird Harris Wealth Management first reported a position in John Hancock Financial Opportunities Fund in Q1 2026 and held it in 1 quarter.
  • Beaird Harris Wealth Management's John Hancock Financial Opportunities Fund position peaked at $5.13K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.