Envestnet Asset Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Envestnet Asset Management’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	$607K	Buy	15,410 +9,176	+147%	+$341K	﹤0.01%	3941
2026 Q1	$224K	Buy	+6,234	New	+$226K	﹤0.01%	4452
2025 Q3	–	Sell	-5,733	Closed	-$203K	–	4528
2025 Q2	$203K	Buy	+5,733	New	+$189K	﹤0.01%	4227
2017 Q2	–	Sell	-2,495	Closed	-$85K	–	3052
2017 Q1	$85K	Sell	2,495 -871	-26%	-$31.3K	﹤0.01%	2243
2016 Q4	$122K	Buy	3,366 +289	+9%	+$9.12K	﹤0.01%	2093
2016 Q3	$85K	Buy	3,077 +452	+17%	+$12.3K	﹤0.01%	2395
2016 Q2	$67K	Buy	2,625 +113	+4%	+$2.85K	﹤0.01%	2602
2016 Q1	$61K	Buy	2,512 +159	+7%	+$3.67K	﹤0.01%	2631
2015 Q4	$66K	Buy	2,353 +80	+4%	+$2.18K	﹤0.01%	2547
2015 Q3	$58K	Buy	+2,273	New	+$61.4K	﹤0.01%	2576

Other funds holding BTO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return

Envestnet Asset Management's BTO Position: Q2 2026 in Review

Envestnet Asset Management increased its John Hancock Financial Opportunities Fund (BTO) stake by 147% in Q2 2026, buying an estimated $341K and bringing the position to 15,410 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #3941.

Envestnet Asset Management first reported a position in BTO in Q3 2015 and has held it in 10 quarters since. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

Envestnet Asset Management held 15,410 shares of John Hancock Financial Opportunities Fund worth $607K as of Q2 2026.
Envestnet Asset Management bought 9,176 John Hancock Financial Opportunities Fund shares in Q2 2026, an estimated $341K.
John Hancock Financial Opportunities Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3941 holding.
Envestnet Asset Management first reported a position in John Hancock Financial Opportunities Fund in Q3 2015 and has held it in 10 quarters since.
83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.