CoreCap Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

CoreCap Advisors’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 Q3	$19.7K	Buy	550 +500	+1,000%	+$19.7K	﹤0.01%	1802
2026 Q2	$1.97K	Hold	50	–	–	﹤0.01%	2541
2026 Q1	$1.79K	Hold	50	–	–	﹤0.01%	2438
2025 Q4	$1.75K	Hold	50	–	–	﹤0.01%	2506
2025 Q3	$1.8K	Hold	50	–	–	﹤0.01%	2396
2025 Q2	$1.77K	Hold	50	–	–	﹤0.01%	2330
2025 Q1	$1.71K	Hold	50	–	–	﹤0.01%	2405
2024 Q4	$1.78K	Hold	50	–	–	﹤0.01%	2258
2024 Q3	$1.66K	Buy	+50	New	+$1.58K	﹤0.01%	2202
2024 Q2	–	Sell	-50	Closed	-$1.48K	–	1737
2024 Q1	$1.48K	Buy	+50	New	+$1.46K	﹤0.01%	2172
2022 Q4	$16.7K	Buy	+500	New	+$16.9K	﹤0.01%	1366
2022 Q3	–	Sell	-50	Closed	-$2K	–	737
2022 Q2	$2K	Buy	+50	New	+$1.84K	﹤0.01%	1840
2022 Q1	–	Sell	-50	Closed	-$2K	–	748
2021 Q4	$2K	Buy	+50	New	+$2.2K	﹤0.01%	1931

Other funds holding BTO

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

CoreCap Advisors's BTO Position: Q3 2026 in Review

CoreCap Advisors increased its John Hancock Financial Opportunities Fund (BTO) stake by 1,000% in Q3 2026, buying an estimated $19.7K and bringing the position to 550 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

CoreCap Advisors first reported a position in BTO in Q4 2021 and has held it in 13 quarters since. 11 funds tracked by Wall St. Rank hold BTO as of Q3 2026.

CoreCap Advisors held 550 shares of John Hancock Financial Opportunities Fund worth $19.7K as of Q3 2026.
CoreCap Advisors bought 500 John Hancock Financial Opportunities Fund shares in Q3 2026, an estimated $19.7K.
John Hancock Financial Opportunities Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1802 holding.
CoreCap Advisors first reported a position in John Hancock Financial Opportunities Fund in Q4 2021 and has held it in 13 quarters since.
11 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.