Gilliland Jeter Wealth Management
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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
Q3 		$1.35M Buy
37,611
+117
+0.3% +$4.62K 0.34% 62
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

Alessandra Capital Management
Alessandra Capital Management Torrance, California $142M AUM 42.73% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Almanack Investment Partners
Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Gilliland Jeter Wealth Management's BTO Position: Q3 2026 in Review

Gilliland Jeter Wealth Management increased its John Hancock Financial Opportunities Fund (BTO) stake by 0.31% in Q3 2026, buying an estimated $4.62K and bringing the position to 37,611 shares worth $1.35M. The position accounts for 0.34% of the portfolio, ranked #62.

Gilliland Jeter Wealth Management first reported a position in BTO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.48M in Q2 2026. 30 funds tracked by Wall St. Rank hold BTO as of Q3 2026.

  • Gilliland Jeter Wealth Management held 37,611 shares of John Hancock Financial Opportunities Fund worth $1.35M as of Q3 2026.
  • Gilliland Jeter Wealth Management bought 117 John Hancock Financial Opportunities Fund shares in Q3 2026, an estimated $4.62K.
  • John Hancock Financial Opportunities Fund made up 0.34% of Gilliland Jeter Wealth Management's portfolio in Q3 2026, its #62 holding.
  • Gilliland Jeter Wealth Management first reported a position in John Hancock Financial Opportunities Fund in Q4 2023 and has held it in 12 quarters since.
  • Gilliland Jeter Wealth Management's John Hancock Financial Opportunities Fund position peaked at $1.48M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.