Carson Wealth (CWM LLC)
BTO

Carson Wealth (CWM LLC)’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Carson Wealth (CWM 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
Q1 		$28.2K Buy
785
+271
+53% +$9.83K ﹤0.01% 4213
2025
Q4 		$18K Sell
514
-62
-11% -$2.15K ﹤0.01% 4218
2025
Q3 		$21K Sell
576
-117
-17% -$4.23K ﹤0.01% 4083
2025
Q2 		$25K Buy
693
+179
+35% +$5.89K ﹤0.01% 3765
2025
Q1 		$18K Hold
514
– – ﹤0.01% 3740
2024
Q4 		$18K Hold
514
– – ﹤0.01% 3499
2024
Q3 		$17K Hold
514
– – ﹤0.01% 3448
2024
Q2 		$14K Hold
514
– – ﹤0.01% 3328
2024
Q1 		$15K Sell
514
-75
-13% -$2.19K ﹤0.01% 3074
2023
Q4 		$18K Hold
589
– – ﹤0.01% 2823
2023
Q3 		$15K Hold
589
– – ﹤0.01% 2863
2023
Q2 		$16K Hold
589
– – ﹤0.01% 2774
2023
Q1 		$18K Buy
589
+75
+15% +$2.56K ﹤0.01% 2565
2022
Q4 		$17K Buy
514
+257
+100% +$8.71K ﹤0.01% 2466
2022
Q3 		$8K Buy
257
+68
+36% +$2.47K ﹤0.01% 2798
2022
Q2 		$7K Sell
189
-2,081
-92% -$76.7K ﹤0.01% 2778
2022
Q1 		$91K Hold
2,270
– – ﹤0.01% 1357
2021
Q4 		$106K Buy
+2,270
New +$99.7K ﹤0.01% 1270
2021
Q2 		$85K Hold
2,270
– – ﹤0.01% 1191
2021
Q1 		$85K Hold
2,270
– – ﹤0.01% 1191
2020
Q4 		$85K Hold
2,270
– – ﹤0.01% 1191
2020
Q3 		$85K Hold
2,270
– – ﹤0.01% 1191
2020
Q2 		$85K Hold
2,270
– – ﹤0.01% 1191
2020
Q1 		$85K Hold
2,270
– – ﹤0.01% 1191
2019
Q4 		$85K Hold
2,270
– – ﹤0.01% 1191
2019
Q3 		$85K Hold
2,270
– – ﹤0.01% 1191
2019
Q2 		$85K Hold
2,270
– – ﹤0.01% 1191
2019
Q1 		$85K Buy
+2,270
New +$75.5K ﹤0.01% 1191

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BTO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its John Hancock Financial Opportunities Fund (BTO) stake by 53% in Q1 2026, buying an estimated $9.83K and bringing the position to 785 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4213.

Carson Wealth (CWM LLC) first reported a position in BTO in Q1 2019 and has held it in 28 quarters since. The position peaked at $106K in Q4 2021. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 785 shares of John Hancock Financial Opportunities Fund worth $28.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 271 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $9.83K.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4213 holding.
  • Carson Wealth (CWM LLC) first reported a position in John Hancock Financial Opportunities Fund in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s John Hancock Financial Opportunities Fund position peaked at $106K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.