Bogart Wealth LLC’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Bogart Wealth LLC’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	$9.11K	Hold	231	–	–	﹤0.01%	1029
2026 Q1	$8.29K	Hold	231	–	–	﹤0.01%	943
2025 Q4	$8.1K	Hold	231	–	–	﹤0.01%	901
2025 Q3	$8.31K	Hold	231	–	–	﹤0.01%	865
2025 Q2	$8.18K	Hold	231	–	–	﹤0.01%	832
2025 Q1	$7.88K	Hold	231	–	–	﹤0.01%	808
2024 Q4	$8.24K	Hold	231	–	–	﹤0.01%	778
2024 Q3	$7.66K	Hold	231	–	–	﹤0.01%	747
2024 Q2	$6.47K	Hold	231	–	–	﹤0.01%	736
2024 Q1	$6.83K	Hold	231	–	–	﹤0.01%	705
2023 Q4	$6.95K	Hold	231	–	–	﹤0.01%	686
2023 Q3	$6.07K	Hold	231	–	–	﹤0.01%	683
2023 Q2	$6.2K	Hold	231	–	–	﹤0.01%	670
2023 Q1	$7.05K	Hold	231	–	–	﹤0.01%	654
2022 Q4	$7.7K	Hold	231	–	–	﹤0.01%	594
2022 Q3	$7K	Hold	231	–	–	﹤0.01%	619
2022 Q2	$9K	Hold	231	–	–	﹤0.01%	552
2022 Q1	$9K	Hold	231	–	–	﹤0.01%	501
2021 Q4	$11K	Hold	231	–	–	﹤0.01%	466
2021 Q3	$10K	Hold	231	–	–	﹤0.01%	457
2021 Q2	$9K	Hold	231	–	–	﹤0.01%	455
2021 Q1	$9K	Hold	231	–	–	﹤0.01%	427
2020 Q4	$7K	Hold	231	–	–	﹤0.01%	354
2020 Q3	$4K	Hold	231	–	–	﹤0.01%	366
2020 Q2	$5K	Hold	231	–	–	﹤0.01%	344
2020 Q1	$4K	Hold	231	–	–	﹤0.01%	335
2019 Q4	$8K	Hold	231	–	–	﹤0.01%	301
2019 Q3	$7K	Hold	231	–	–	﹤0.01%	278
2019 Q2	$7K	Hold	231	–	–	﹤0.01%	264
2019 Q1	$7K	Hold	231	–	–	﹤0.01%	260
2018 Q4	$6K	Hold	231	–	–	﹤0.01%	267
2018 Q3	$9K	Hold	231	–	–	0.01%	233
2018 Q2	$8K	Hold	231	–	–	﹤0.01%	250
2018 Q1	$9K	Hold	231	–	–	0.01%	238
2017 Q4	$9K	Hold	231	–	–	0.01%	236
2017 Q3	$9K	Buy	+231	New	+$8.02K	0.01%	235

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

NSAM

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

Bogart Wealth LLC's BTO Position: Q2 2026 in Review

Bogart Wealth LLC held its John Hancock Financial Opportunities Fund (BTO) position steady in Q2 2026 at 231 shares worth $9.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Bogart Wealth LLC first reported a position in BTO in Q3 2017 and has held it in 36 quarters since. The position peaked at $11K in Q4 2021. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

Bogart Wealth LLC held 231 shares of John Hancock Financial Opportunities Fund worth $9.11K as of Q2 2026.
Bogart Wealth LLC left its John Hancock Financial Opportunities Fund share count unchanged in Q2 2026.
John Hancock Financial Opportunities Fund made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1029 holding.
Bogart Wealth LLC first reported a position in John Hancock Financial Opportunities Fund in Q3 2017 and has held it in 36 quarters since.
Bogart Wealth LLC's John Hancock Financial Opportunities Fund position peaked at $11K in Q4 2021.
83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.