Bogart Wealth LLC’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
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 | $7.06K | 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
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.