Focus Partners Wealth’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Focus Partners Wealth’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	$340K	Sell	9,470 -532	-5%	-$19.3K	﹤0.01%	2123
2025 Q4	$351K	Buy	10,002 +4,237	+73%	+$147K	﹤0.01%	2139
2025 Q3	$207K	Sell	5,765 -215	-4%	-$7.77K	﹤0.01%	2039
2025 Q2	$212K	Sell	5,980 -51	-0.8%	-$1.68K	﹤0.01%	1840
2025 Q1	$206K	Buy	6,031 +89	+1%	+$3.16K	﹤0.01%	1740
2024 Q4	$212K	Buy	+5,942	New	+$213K	﹤0.01%	1705

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

Focus Partners Wealth's BTO Position: Q1 2026 in Review

Focus Partners Wealth reduced its John Hancock Financial Opportunities Fund (BTO) stake by 5.3% in Q1 2026, selling an estimated $19.3K and leaving 9,470 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Focus Partners Wealth first reported a position in BTO in Q4 2024 and has held it in 6 quarters since. The position peaked at $351K in Q4 2025. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

Focus Partners Wealth held 9,470 shares of John Hancock Financial Opportunities Fund worth $340K as of Q1 2026.
Focus Partners Wealth sold 532 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $19.3K.
John Hancock Financial Opportunities Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2123 holding.
Focus Partners Wealth first reported a position in John Hancock Financial Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
Focus Partners Wealth's John Hancock Financial Opportunities Fund position peaked at $351K in Q4 2025.
78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.