IRC
BTO

Investors Research Corp’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Investors Research Corp’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
Q2 		– Sell
-110
Closed -$3.75K – 932
2025
Q1 		$3.75K Hold
110
– – ﹤0.01% 805
2024
Q4 		$3.93K Hold
110
– – ﹤0.01% 787
2024
Q3 		$3.65K Hold
110
– – ﹤0.01% 834
2024
Q2 		$3.08K Buy
+110
New +$3.06K ﹤0.01% 902

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

Investors Research Corp's BTO Position: Q2 2025 in Review

Investors Research Corp sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2025, closing a stake of 110 shares — an estimated $3.75K sold.

Investors Research Corp first reported a position in BTO in Q2 2024 and held it in 4 quarters. The position peaked at $3.93K in Q4 2024. 67 funds tracked by Wall St. Rank hold BTO as of Q2 2025.

  • Investors Research Corp reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Investors Research Corp sold 110 John Hancock Financial Opportunities Fund shares in Q2 2025, an estimated $3.75K.
  • Investors Research Corp first reported a position in John Hancock Financial Opportunities Fund in Q2 2024 and held it in 4 quarters.
  • Investors Research Corp's John Hancock Financial Opportunities Fund position peaked at $3.93K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2025.

Based on Investors Research Corp's 13F filing for Q2 2025, filed 7 Jul 2025.