Global Retirement Partners’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Global Retirement Partners’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
2025 Q4	$6K	Hold	171	–	–	﹤0.01%	3374
2025 Q3	$6.15K	Hold	171	–	–	﹤0.01%	2894
2025 Q2	$6.06K	Buy	+171	New	+$5.63K	﹤0.01%	2821
2024 Q4	$6.1K	Hold	171	–	–	﹤0.01%	2597
2024 Q3	$5.67K	Hold	171	–	–	﹤0.01%	2514
2024 Q2	$4.79K	Hold	171	–	–	﹤0.01%	2632
2024 Q1	$5.06K	Hold	171	–	–	﹤0.01%	2393
2023 Q4	$5.08K	Hold	171	–	–	﹤0.01%	2316
2023 Q3	$4.34K	Hold	171	–	–	﹤0.01%	2241
2023 Q2	$4.59K	Hold	171	–	–	﹤0.01%	2241
2023 Q1	$4.46K	Hold	171	–	–	﹤0.01%	2196
2022 Q4	$5.7K	Hold	171	–	–	﹤0.01%	1986
2022 Q3	$6K	Buy	171 +125	+272%	+$4.54K	﹤0.01%	1846
2022 Q2	$2K	Hold	46	–	–	﹤0.01%	2162
2022 Q1	$2K	Buy	+46	New	+$2.04K	﹤0.01%	2144
2021 Q4	–	Sell	-46	Closed	-$2K	–	434
2021 Q3	$2K	Hold	46	–	–	﹤0.01%	1803
2021 Q2	$2K	Hold	46	–	–	﹤0.01%	1716
2021 Q1	$2K	Hold	46	–	–	﹤0.01%	1630
2020 Q4	$1K	Buy	+46	New	+$1.21K	﹤0.01%	1666

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

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Global Retirement Partners's BTO Position: Q4 2025 in Review

Global Retirement Partners held its John Hancock Financial Opportunities Fund (BTO) position steady in Q4 2025 at 171 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #3374.

Global Retirement Partners first reported a position in BTO in Q4 2020 and has held it in 19 quarters since. The position peaked at $6.15K in Q3 2025. 84 funds tracked by Wall St. Rank hold BTO as of Q4 2025.

Global Retirement Partners held 171 shares of John Hancock Financial Opportunities Fund worth $6K as of Q4 2025.
Global Retirement Partners left its John Hancock Financial Opportunities Fund share count unchanged in Q4 2025.
John Hancock Financial Opportunities Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3374 holding.
Global Retirement Partners first reported a position in John Hancock Financial Opportunities Fund in Q4 2020 and has held it in 19 quarters since.
Global Retirement Partners's John Hancock Financial Opportunities Fund position peaked at $6.15K in Q3 2025.
84 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.