GJWM
BTO

Gilliland Jeter Wealth Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Gilliland Jeter Wealth 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 		$1.48M Buy
37,494
+107
+0.3% +$3.97K 0.39% 65
2026
Q1 		$1.34M Buy
37,387
+1,118
+3% +$40.6K 0.4% 60
2025
Q4 		$1.27M Sell
36,269
-527
-1% -$18.2K 0.38% 55
2025
Q3 		$1.32M Sell
36,796
-86
-0.2% -$3.11K 0.41% 52
2025
Q2 		$1.31M Buy
36,882
+761
+2% +$25.1K 0.43% 53
2025
Q1 		$1.23M Buy
36,121
+1,845
+5% +$65.5K 0.44% 53
2024
Q4 		$1.22M Sell
34,276
-294
-0.9% -$10.5K 0.41% 52
2024
Q3 		$1.15M Buy
34,570
+2,407
+7% +$76K 0.37% 59
2024
Q2 		$901K Sell
32,163
-4,305
-12% -$120K 0.3% 70
2024
Q1 		$1.08M Buy
36,468
+151
+0.4% +$4.41K 0.38% 63
2023
Q4 		$1.09M Buy
+36,317
New +$983K 0.45% 61

Other funds holding BTO

ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Gilliland Jeter Wealth Management's BTO Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its John Hancock Financial Opportunities Fund (BTO) stake by 0.29% in Q2 2026, buying an estimated $3.97K and bringing the position to 37,494 shares worth $1.48M. The position accounts for 0.39% of the portfolio, ranked #65.

Gilliland Jeter Wealth Management first reported a position in BTO in Q4 2023 and has held it in 11 quarters since. 43 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • Gilliland Jeter Wealth Management held 37,494 shares of John Hancock Financial Opportunities Fund worth $1.48M as of Q2 2026.
  • Gilliland Jeter Wealth Management bought 107 John Hancock Financial Opportunities Fund shares in Q2 2026, an estimated $3.97K.
  • John Hancock Financial Opportunities Fund made up 0.39% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Gilliland Jeter Wealth Management first reported a position in John Hancock Financial Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
  • 43 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.