Institute for Wealth Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Institute for Wealth Management’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	$387K	Hold	10,784	–	–	0.04%	369
2025 Q4	$378K	Hold	10,784	–	–	0.04%	374
2025 Q3	$388K	Hold	10,784	–	–	0.04%	389
2025 Q2	$382K	Hold	10,784	–	–	0.04%	374
2025 Q1	$368K	Hold	10,784	–	–	0.05%	363
2024 Q4	$385K	Hold	10,784	–	–	0.05%	346
2024 Q3	$358K	Sell	10,784 -20	-0.2%	-$632	0.05%	370
2024 Q2	$303K	Hold	10,804	–	–	0.04%	383
2024 Q1	$320K	Sell	10,804 -64	-0.6%	-$1.87K	0.04%	379
2023 Q4	$327K	Hold	10,868	–	–	0.05%	353
2023 Q3	$285K	Hold	10,868	–	–	0.05%	360
2023 Q2	$291K	Hold	10,868	–	–	0.05%	367
2023 Q1	$332K	Hold	10,868	–	–	0.06%	326
2022 Q4	$362K	Hold	10,868	–	–	0.08%	320
2022 Q3	$343K	Hold	10,868	–	–	0.08%	312
2022 Q2	$404K	Hold	10,868	–	–	0.08%	323
2022 Q1	$437K	Hold	10,868	–	–	0.07%	321
2021 Q4	$506K	Sell	10,868 -75	-0.7%	-$3.29K	0.08%	278
2021 Q3	$465K	Hold	10,943	–	–	0.08%	290
2021 Q2	$411K	Hold	10,943	–	–	0.07%	308
2021 Q1	$421K	Hold	10,943	–	–	0.08%	294
2020 Q4	$332K	Hold	10,943	–	–	0.07%	330
2020 Q3	$235K	Hold	10,943	–	–	0.05%	372
2020 Q2	$251K	Hold	10,943	–	–	0.06%	354
2020 Q1	$201K	Sell	10,943 -200	-2%	-$5.93K	0.06%	370
2019 Q4	$404K	Hold	11,143	–	–	0.09%	291
2019 Q3	$358K	Hold	11,143	–	–	0.09%	290
2019 Q2	$359K	Hold	11,143	–	–	0.08%	316
2019 Q1	$355K	Buy	+11,143	New	+$370K	0.08%	300
2018 Q4	–	Sell	-11,143	Closed	-$413K	–	274
2018 Q3	$413K	Hold	11,143	–	–	0.14%	176
2018 Q2	$417K	Hold	11,143	–	–	0.13%	179
2018 Q1	$432K	Hold	11,143	–	–	0.13%	210
2017 Q4	$438K	Hold	11,143	–	–	0.1%	247
2017 Q3	$417K	Hold	11,143	–	–	0.14%	197
2017 Q2	$403K	Buy	+11,143	New	+$389K	0.11%	258

Other funds holding BTO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Institute for Wealth Management's BTO Position: Q1 2026 in Review

Institute for Wealth Management held its John Hancock Financial Opportunities Fund (BTO) position steady in Q1 2026 at 10,784 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #369.

Institute for Wealth Management first reported a position in BTO in Q2 2017 and has held it in 35 quarters since. The position peaked at $506K in Q4 2021. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

Institute for Wealth Management held 10,784 shares of John Hancock Financial Opportunities Fund worth $387K as of Q1 2026.
Institute for Wealth Management left its John Hancock Financial Opportunities Fund share count unchanged in Q1 2026.
John Hancock Financial Opportunities Fund made up 0.04% of Institute for Wealth Management's portfolio in Q1 2026, its #369 holding.
Institute for Wealth Management first reported a position in John Hancock Financial Opportunities Fund in Q2 2017 and has held it in 35 quarters since.
Institute for Wealth Management's John Hancock Financial Opportunities Fund position peaked at $506K in Q4 2021.
78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.