Envestnet Asset Management
BTO

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

ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
ACM
Alessandra Capital Management Torrance, California $141M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
GJWM
Gilliland Jeter Wealth Management Little Rock, Arkansas $382M AUM 34.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 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. 35 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.
  • 35 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.