Creative Planning’s John Hancock Financial Opportunities Fund BTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $237K | Buy |
6,621
+22
| +0.3% | +$798 | ﹤0.01% | 3609 |
|
|
2025
Q4 | $231K | Buy |
6,599
+21
| +0.3% | +$727 | ﹤0.01% | 3438 |
|
|
2025
Q3 | $237K | Buy |
+6,578
| New | +$238K | ﹤0.01% | 3339 |
|
|
2025
Q2 | – | Sell |
-7,208
| Closed | -$246K | – | 3696 |
|
|
2025
Q1 | $246K | Sell |
7,208
-422
| -6% | -$15K | ﹤0.01% | 2899 |
|
|
2024
Q4 | $272K | Sell |
7,630
-230
| -3% | -$8.24K | ﹤0.01% | 2742 |
|
|
2024
Q3 | $261K | Buy |
7,860
+226
| +3% | +$7.14K | ﹤0.01% | 2643 |
|
|
2024
Q2 | $214K | Buy |
+7,634
| New | +$212K | ﹤0.01% | 2630 |
|
|
2022
Q3 | – | Sell |
-5,784
| Closed | -$215K | – | 2334 |
|
|
2022
Q2 | $215K | Hold |
5,784
| – | – | ﹤0.01% | 1831 |
|
|
2022
Q1 | $233K | Sell |
5,784
-1,766
| -23% | -$78.5K | ﹤0.01% | 1798 |
|
|
2021
Q4 | $352K | Hold |
7,550
| – | – | ﹤0.01% | 1517 |
|
|
2021
Q3 | $321K | Buy |
7,550
+1,800
| +31% | +$72.8K | ﹤0.01% | 1546 |
|
|
2021
Q2 | $216K | Sell |
5,750
-305
| -5% | -$12.1K | ﹤0.01% | 1765 |
|
|
2021
Q1 | $233K | Buy |
+6,055
| New | +$211K | ﹤0.01% | 1971 |
|
|
2018
Q4 | – | Sell |
-12,053
| Closed | -$446K | – | 1967 |
|
|
2018
Q3 | $446K | Buy |
12,053
+918
| +8% | +$35.1K | ﹤0.01% | 1144 |
|
|
2018
Q2 | $414K | Buy |
+11,135
| New | +$432K | ﹤0.01% | 1174 |
|
|
2017
Q3 | – | Sell |
-3,173
| Closed | -$114K | – | 2128 |
|
|
2017
Q2 | $114K | Buy |
3,173
+53
| +2% | +$1.85K | ﹤0.01% | 1893 |
|
|
2017
Q1 | $106K | Buy |
3,120
+166
| +6% | +$5.96K | ﹤0.01% | 1914 |
|
|
2016
Q4 | $107K | Buy |
2,954
+229
| +8% | +$7.23K | ﹤0.01% | 1820 |
|
|
2016
Q3 | $76K | Hold |
2,725
| – | – | ﹤0.01% | 2043 |
|
|
2016
Q2 | $70K | Buy |
2,725
+225
| +9% | +$5.68K | ﹤0.01% | 1904 |
|
|
2016
Q1 | $61K | Sell |
2,500
-1,000
| -29% | -$23.1K | ﹤0.01% | 1950 |
|
|
2015
Q4 | $98K | Buy |
3,500
+1,000
| +40% | +$27.2K | ﹤0.01% | 1637 |
|
|
2015
Q3 | $63K | Buy |
+2,500
| New | +$67.6K | ﹤0.01% | 1877 |
|
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$47K | – | 1352 |
|
|
2015
Q1 | $47K | Hold |
2,000
| – | – | ﹤0.01% | 2066 |
|
|
2014
Q4 | $47K | Buy |
2,000
+189
| +10% | +$4.3K | ﹤0.01% | 2042 |
|
|
2014
Q3 | $40K | Sell |
1,811
-478
| -21% | -$10.8K | ﹤0.01% | 2072 |
|
|
2014
Q2 | $53K | Sell |
2,289
-506
| -18% | -$11.6K | ﹤0.01% | 1842 |
|
|
2014
Q1 | $67K | Hold |
2,795
| – | – | ﹤0.01% | 1628 |
|
|
2013
Q4 | $66K | Hold |
2,795
| – | – | ﹤0.01% | 1426 |
|
|
2013
Q3 | $60K | Buy |
2,795
+845
| +43% | +$19.1K | ﹤0.01% | 1401 |
|
|
2013
Q2 | $42K | Buy |
+1,950
| New | +$40.9K | ﹤0.01% | 1468 |
|
Other funds holding BTO
ZCP
FC
NSAM
Creative Planning's BTO Position: Q1 2026 in Review
Creative Planning increased its John Hancock Financial Opportunities Fund (BTO) stake by 0.33% in Q1 2026, buying an estimated $798 and bringing the position to 6,621 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #3609.
Creative Planning first reported a position in BTO in Q2 2013 and has held it in 31 quarters since. The position peaked at $446K in Q3 2018. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.
- Creative Planning held 6,621 shares of John Hancock Financial Opportunities Fund worth $237K as of Q1 2026.
- Creative Planning bought 22 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $798.
- John Hancock Financial Opportunities Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3609 holding.
- Creative Planning first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and has held it in 31 quarters since.
- Creative Planning's John Hancock Financial Opportunities Fund position peaked at $446K in Q3 2018.
- 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.