Global Retirement Partners
BTO icon

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
2026
Q3 		$1.88K Hold
52
– – ﹤0.01% 4341
2026
Q2 		$2.06K Buy
+52
New +$1.93K ﹤0.01% 4010
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

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Global Retirement Partners's BTO Position: Q3 2026 in Review

Global Retirement Partners held its John Hancock Financial Opportunities Fund (BTO) position steady in Q3 2026 at 52 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #4341.

Global Retirement Partners first reported a position in BTO in Q4 2020 and has held it in 21 quarters since. The position peaked at $6.15K in Q3 2025. 71 funds tracked by Wall St. Rank hold BTO as of Q3 2026.

  • Global Retirement Partners held 52 shares of John Hancock Financial Opportunities Fund worth $1.88K as of Q3 2026.
  • Global Retirement Partners left its John Hancock Financial Opportunities Fund share count unchanged in Q3 2026.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #4341 holding.
  • Global Retirement Partners first reported a position in John Hancock Financial Opportunities Fund in Q4 2020 and has held it in 21 quarters since.
  • Global Retirement Partners's John Hancock Financial Opportunities Fund position peaked at $6.15K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.