HWP
BTO

Highline Wealth Partners’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Highline Wealth 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
Q1 		– Sell
-100
Closed -$3.51K – 1309
2025
Q4 		$3.51K Hold
100
– – ﹤0.01% 673
2025
Q3 		$3.6K Buy
+100
New +$3.62K ﹤0.01% 680

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

Highline Wealth Partners's BTO Position: Q1 2026 in Review

Highline Wealth Partners sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2026, closing a stake of 100 shares — an estimated $3.51K sold.

Highline Wealth Partners first reported a position in BTO in Q3 2025 and held it in 2 quarters. The position peaked at $3.6K in Q3 2025. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Highline Wealth Partners reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Highline Wealth Partners sold 100 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $3.51K.
  • Highline Wealth Partners first reported a position in John Hancock Financial Opportunities Fund in Q3 2025 and held it in 2 quarters.
  • Highline Wealth Partners's John Hancock Financial Opportunities Fund position peaked at $3.6K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Highline Wealth Partners's 13F filing for Q1 2026, filed 6 Apr 2026.