HFS
BTO

Hantz Financial Services’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Hantz Financial Services’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 		– Sell
-500
Closed -$18K – 2420
2025
Q3 		$18K Hold
500
– – ﹤0.01% 1598
2025
Q2 		$18K Hold
500
– – ﹤0.01% 1304
2025
Q1 		$17K Hold
500
– – ﹤0.01% 853
2024
Q4 		$18K Buy
+500
New +$17.9K ﹤0.01% 766

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

Hantz Financial Services's BTO Position: Q4 2025 in Review

Hantz Financial Services sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2025, closing a stake of 500 shares — an estimated $18K sold.

Hantz Financial Services first reported a position in BTO in Q4 2024 and held it in 4 quarters. The position peaked at $18K in Q3 2025. 84 funds tracked by Wall St. Rank hold BTO as of Q4 2025.

  • Hantz Financial Services reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Hantz Financial Services sold 500 John Hancock Financial Opportunities Fund shares in Q4 2025, an estimated $18K.
  • Hantz Financial Services first reported a position in John Hancock Financial Opportunities Fund in Q4 2024 and held it in 4 quarters.
  • Hantz Financial Services's John Hancock Financial Opportunities Fund position peaked at $18K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2025.

Based on Hantz Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.