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
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 $1.66T 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

Cetera Investment Advisers's BTO Position: Q1 2026 in Review

Cetera Investment Advisers increased its John Hancock Financial Opportunities Fund (BTO) stake by 19% in Q1 2026, buying an estimated $47.7K and bringing the position to 8,415 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #3979.

Cetera Investment Advisers first reported a position in BTO in Q3 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Cetera Investment Advisers held 8,415 shares of John Hancock Financial Opportunities Fund worth $302K as of Q1 2026.
  • Cetera Investment Advisers bought 1,315 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $47.7K.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3979 holding.
  • Cetera Investment Advisers first reported a position in John Hancock Financial Opportunities Fund in Q3 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.