Invesco
BTO

Invesco’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Invesco’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
2025
Q4 		– Sell
-6,256
Closed -$225K – 3763
2025
Q3 		$225K Sell
6,256
-7,820
-56% -$283K ﹤0.01% 3528
2025
Q2 		$499K Sell
14,076
-5,098
-27% -$168K ﹤0.01% 3153
2025
Q1 		$654K Sell
19,174
-454
-2% -$16.1K ﹤0.01% 3040
2024
Q4 		$701K Buy
19,628
+292
+2% +$10.5K ﹤0.01% 3075
2024
Q3 		$641K Buy
19,336
+10,939
+130% +$346K ﹤0.01% 3122
2024
Q2 		$235K Buy
+8,397
New +$233K ﹤0.01% 3571
2024
Q1 		– Sell
-7,663
Closed -$231K – 3874
2023
Q4 		$231K Sell
7,663
-3,016
-28% -$81.7K ﹤0.01% 3520
2023
Q3 		$280K Buy
10,679
+469
+5% +$13K ﹤0.01% 3476
2023
Q2 		$274K Buy
10,210
+51
+0.5% +$1.38K ﹤0.01% 3521
2023
Q1 		$310K Buy
+10,159
New +$347K ﹤0.01% 3488
2022
Q3 		– Sell
-12,223
Closed -$454K – 3994
2022
Q2 		$454K Sell
12,223
-1,557
-11% -$57.4K ﹤0.01% 3372
2022
Q1 		$554K Buy
13,780
+112
+0.8% +$4.98K ﹤0.01% 3339
2021
Q4 		$637K Buy
13,668
+208
+2% +$9.13K ﹤0.01% 3282
2021
Q3 		$572K Buy
13,460
+6,985
+108% +$282K ﹤0.01% 3363
2021
Q2 		$243K Sell
6,475
-1,869
-22% -$74K ﹤0.01% 3716
2021
Q1 		$321K Sell
8,344
-4,291
-34% -$150K ﹤0.01% 3525
2020
Q4 		$383K Sell
12,635
-482
-4% -$12.6K ﹤0.01% 3310
2020
Q3 		$281K Sell
13,117
-239
-2% -$5.24K ﹤0.01% 3343
2020
Q2 		$307K Buy
13,356
+45
+0.3% +$970 ﹤0.01% 3318
2020
Q1 		$244K Buy
+13,311
New +$395K ﹤0.01% 3337
2017
Q1 		– Sell
-15,740
Closed -$571K – 3702
2016
Q4 		$571K Sell
15,740
-6,842
-30% -$216K ﹤0.01% 3247
2016
Q3 		$627K Sell
22,582
-26,388
-54% -$715K ﹤0.01% 3174
2016
Q2 		$1.26M Sell
48,970
-3,053
-6% -$77.1K ﹤0.01% 2766
2016
Q1 		$1.26M Sell
52,023
-6,093
-10% -$141K ﹤0.01% 2766
2015
Q4 		$1.63M Sell
58,116
-7,545
-11% -$205K ﹤0.01% 2673
2015
Q3 		$1.66M Sell
65,661
-5,381
-8% -$145K ﹤0.01% 2627
2015
Q2 		$1.93M Buy
71,042
+3,773
+6% +$94.1K ﹤0.01% 2640
2015
Q1 		$1.57M Buy
67,269
+8,600
+15% +$195K ﹤0.01% 2768
2014
Q4 		$1.38M Buy
58,669
+14,565
+33% +$332K ﹤0.01% 2755
2014
Q3 		$980K Buy
44,104
+37,682
+587% +$854K ﹤0.01% 2980
2014
Q2 		$149K Sell
6,422
-566
-8% -$13K ﹤0.01% 3830
2014
Q1 		$168K Sell
6,988
-182
-3% -$4.21K ﹤0.01% 3820
2013
Q4 		$169K Sell
7,170
-112
-2% -$2.5K ﹤0.01% 3862
2013
Q3 		$156K Sell
7,282
-6,715
-48% -$152K ﹤0.01% 3854
2013
Q2 		$299K Buy
+13,997
New +$293K ﹤0.01% 3509

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
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Invesco's BTO Position: Q4 2025 in Review

Invesco sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2025, closing a stake of 6,256 shares — an estimated $225K sold.

Invesco first reported a position in BTO in Q2 2013 and held it in 35 quarters. The position peaked at $1.93M in Q2 2015. 84 funds tracked by Wall St. Rank hold BTO as of Q4 2025.

  • Invesco reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Invesco sold 6,256 John Hancock Financial Opportunities Fund shares in Q4 2025, an estimated $225K.
  • Invesco first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and held it in 35 quarters.
  • Invesco's John Hancock Financial Opportunities Fund position peaked at $1.93M in Q2 2015.
  • 84 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2025.

Based on Invesco's 13F filing for Q4 2025, filed 19 Feb 2026.