IAIM
BTO

International Assets Investment Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

International Assets Investment 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
Q2 		$64.7K Hold
1,625
– – ﹤0.01% 1230
2026
Q1 		$57.8K Hold
1,625
– – ﹤0.01% 1175
2025
Q4 		$57K Buy
+1,625
New +$56.2K ﹤0.01% 1168
2024
Q4 		– Sell
-60,517
Closed -$1.82K – 970
2024
Q3 		$1.82K Buy
60,517
+58,692
+3,216% +$1.85M 0.01% 935
2024
Q2 		$51.1K Buy
+1,825
New +$50.7K ﹤0.01% 1171
2021
Q2 		– Sell
-322
Closed -$10K – 688
2021
Q1 		$10K Hold
322
– – ﹤0.01% 1553
2020
Q4 		$10K Buy
+322
New +$8.44K ﹤0.01% 1416

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 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
CFGW
Chancellor Financial Group WB Wilkes-Barre, Pennsylvania $162M AUM 29.1% 1-Year Est. Return

International Assets Investment Management's BTO Position: Q2 2026 in Review

International Assets Investment Management held its John Hancock Financial Opportunities Fund (BTO) position steady in Q2 2026 at 1,625 shares worth $64.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

International Assets Investment Management first reported a position in BTO in Q4 2020 and has held it in 7 quarters since. 59 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • International Assets Investment Management held 1,625 shares of John Hancock Financial Opportunities Fund worth $64.7K as of Q2 2026.
  • International Assets Investment Management left its John Hancock Financial Opportunities Fund share count unchanged in Q2 2026.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1230 holding.
  • International Assets Investment Management first reported a position in John Hancock Financial Opportunities Fund in Q4 2020 and has held it in 7 quarters since.
  • 59 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.