Integrated Wealth Concepts’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Integrated Wealth Concepts’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	$22.5K	Buy	+571	New	+$21.2K	﹤0.01%	3988

Other funds holding BTO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return

Integrated Wealth Concepts's BTO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in John Hancock Financial Opportunities Fund (BTO) in Q2 2026: 571 shares worth $22.5K. The stake represents ﹤0.01% of the portfolio and ranks #3988 among its holdings.

83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

Integrated Wealth Concepts held 571 shares of John Hancock Financial Opportunities Fund worth $22.5K as of Q2 2026.
John Hancock Financial Opportunities Fund was a new Integrated Wealth Concepts position in Q2 2026.
John Hancock Financial Opportunities Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3988 holding.
83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.