GWSA
BTO

Global Wealth Strategies & Associates’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-180
Closed -$6.31K – 554
2025
Q4 		$6.31K Hold
180
– – ﹤0.01% 348
2025
Q3 		$6.48K Buy
+180
New +$6.51K ﹤0.01% 325

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FC
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

Global Wealth Strategies & Associates's BTO Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2026, closing a stake of 180 shares — an estimated $6.31K sold.

Global Wealth Strategies & Associates first reported a position in BTO in Q3 2025 and held it in 2 quarters. The position peaked at $6.48K in Q3 2025. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Global Wealth Strategies & Associates reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 180 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $6.31K.
  • Global Wealth Strategies & Associates first reported a position in John Hancock Financial Opportunities Fund in Q3 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's John Hancock Financial Opportunities Fund position peaked at $6.48K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.