HighTower Advisors
BTO

HighTower Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

HighTower Advisors’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
Q2 		$1M Buy
25,390
+193
+0.8% +$7.16K ﹤0.01% 2239
2026
Q1 		$904K Sell
25,197
-972
-4% -$35.3K ﹤0.01% 2257
2025
Q4 		$918K Buy
26,169
+9,875
+61% +$342K ﹤0.01% 2187
2025
Q3 		$586K Sell
16,294
-78
-0.5% -$2.82K ﹤0.01% 2485
2025
Q2 		$580K Sell
16,372
-264
-2% -$8.69K ﹤0.01% 2395
2025
Q1 		$567K Hold
16,636
– – ﹤0.01% 2353
2024
Q4 		$594K Buy
16,636
+1,198
+8% +$42.9K ﹤0.01% 2335
2024
Q3 		$511K Buy
+15,438
New +$488K ﹤0.01% 2384
2024
Q1 		– Sell
-10,221
Closed -$306K – 3650
2023
Q4 		$306K Buy
10,221
+313
+3% +$8.48K ﹤0.01% 2687
2023
Q3 		$260K Buy
9,908
+811
+9% +$22.5K ﹤0.01% 2708
2023
Q2 		$245K Sell
9,097
-1,568
-15% -$42.3K ﹤0.01% 2707
2023
Q1 		$326K Buy
10,665
+1,568
+17% +$53.6K ﹤0.01% 2407
2022
Q4 		$303K Sell
9,097
-424
-4% -$14.4K ﹤0.01% 2459
2022
Q3 		$300K Buy
9,521
+8
+0.1% +$291 ﹤0.01% 2335
2022
Q2 		$354K Buy
9,513
+3,028
+47% +$112K ﹤0.01% 2253
2022
Q1 		$260K Buy
+6,485
New +$288K ﹤0.01% 2642
2021
Q3 		– Sell
-9,521
Closed -$358K – 3206
2021
Q2 		$358K Buy
9,521
+3,860
+68% +$153K ﹤0.01% 2249
2021
Q1 		$218K Buy
+5,661
New +$198K ﹤0.01% 2538

Other funds holding BTO

ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Alessandra Capital Management Torrance, California $141M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
GJWM
Gilliland Jeter Wealth Management Little Rock, Arkansas $382M AUM 34.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

HighTower Advisors's BTO Position: Q2 2026 in Review

HighTower Advisors increased its John Hancock Financial Opportunities Fund (BTO) stake by 0.77% in Q2 2026, buying an estimated $7.16K and bringing the position to 25,390 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #2239.

HighTower Advisors first reported a position in BTO in Q1 2021 and has held it in 18 quarters since. 43 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • HighTower Advisors held 25,390 shares of John Hancock Financial Opportunities Fund worth $1M as of Q2 2026.
  • HighTower Advisors bought 193 John Hancock Financial Opportunities Fund shares in Q2 2026, an estimated $7.16K.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2239 holding.
  • HighTower Advisors first reported a position in John Hancock Financial Opportunities Fund in Q1 2021 and has held it in 18 quarters since.
  • 43 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.