Cetera Investment Advisers
BTO

Cetera Investment Advisers’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Cetera Investment Advisers’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 		$332K Buy
8,429
+14
+0.2% +$520 ﹤0.01% 4068
2026
Q1 		$302K Buy
8,415
+1,315
+19% +$47.7K ﹤0.01% 3979
2025
Q4 		$249K Buy
7,100
+14
+0.2% +$485 ﹤0.01% 4060
2025
Q3 		$255K Buy
+7,086
New +$256K ﹤0.01% 3974

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FC
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

Cetera Investment Advisers's BTO Position: Q2 2026 in Review

Cetera Investment Advisers increased its John Hancock Financial Opportunities Fund (BTO) stake by 0.17% in Q2 2026, buying an estimated $520 and bringing the position to 8,429 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #4068.

Cetera Investment Advisers first reported a position in BTO in Q3 2025 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • Cetera Investment Advisers held 8,429 shares of John Hancock Financial Opportunities Fund worth $332K as of Q2 2026.
  • Cetera Investment Advisers bought 14 John Hancock Financial Opportunities Fund shares in Q2 2026, an estimated $520.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4068 holding.
  • Cetera Investment Advisers first reported a position in John Hancock Financial Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • 83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.