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 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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CoreCap Advisors's BTO Position: Q2 2026 in Review

CoreCap Advisors held its John Hancock Financial Opportunities Fund (BTO) position steady in Q2 2026 at 50 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2541.

CoreCap Advisors first reported a position in BTO in Q4 2021 and has held it in 12 quarters since. The position peaked at $16.7K in Q4 2022. 9 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

CoreCap Advisors held 50 shares of John Hancock Financial Opportunities Fund worth $1.97K as of Q2 2026.
CoreCap Advisors left its John Hancock Financial Opportunities Fund share count unchanged in Q2 2026.
John Hancock Financial Opportunities Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2541 holding.
CoreCap Advisors first reported a position in John Hancock Financial Opportunities Fund in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's John Hancock Financial Opportunities Fund position peaked at $16.7K in Q4 2022.
9 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.