Creative Financial Designs’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Creative Financial Designs’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	$21.5K	Hold	600	–	–	﹤0.01%	1180
2025 Q4	$21K	Hold	600	–	–	﹤0.01%	1139
2025 Q3	$21.6K	Hold	600	–	–	﹤0.01%	1127
2025 Q2	$21.3K	Hold	600	–	–	﹤0.01%	1119
2025 Q1	$20.5K	Hold	600	–	–	﹤0.01%	1085
2024 Q4	$21.4K	Hold	600	–	–	﹤0.01%	1028
2024 Q3	$19.9K	Hold	600	–	–	﹤0.01%	1035
2024 Q2	$16.8K	Hold	600	–	–	﹤0.01%	1039
2024 Q1	$17.7K	Hold	600	–	–	﹤0.01%	998
2023 Q4	$18K	Buy	+600	New	+$16.2K	﹤0.01%	945

Other funds holding BTO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Creative Financial Designs's BTO Position: Q1 2026 in Review

Creative Financial Designs held its John Hancock Financial Opportunities Fund (BTO) position steady in Q1 2026 at 600 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Creative Financial Designs first reported a position in BTO in Q4 2023 and has held it in 10 quarters since. The position peaked at $21.6K in Q3 2025. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

Creative Financial Designs held 600 shares of John Hancock Financial Opportunities Fund worth $21.5K as of Q1 2026.
Creative Financial Designs left its John Hancock Financial Opportunities Fund share count unchanged in Q1 2026.
John Hancock Financial Opportunities Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1180 holding.
Creative Financial Designs first reported a position in John Hancock Financial Opportunities Fund in Q4 2023 and has held it in 10 quarters since.
Creative Financial Designs's John Hancock Financial Opportunities Fund position peaked at $21.6K in Q3 2025.
78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.