J.W. Cole Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$464K Buy
+11,774
New +$437K 0.01% 1048
2026
Q1
Sell
-12,310
Closed -$432K 845
2025
Q4
$432K Buy
12,310
+122
+1% +$4.22K 0.01% 950
2025
Q3
$439K Buy
12,188
+1,514
+14% +$54.7K 0.01% 1044
2025
Q2
$378K Buy
10,674
+491
+5% +$16.2K 0.01% 1033
2025
Q1
$347K Buy
10,183
+1,139
+13% +$40.4K 0.01% 890
2024
Q4
$323K Buy
9,044
+107
+1% +$3.84K 0.01% 756
2024
Q3
$296K Buy
8,937
+120
+1% +$3.79K 0.01% 776
2024
Q2
$247K Buy
8,817
+114
+1% +$3.17K 0.01% 774
2024
Q1
$257K Buy
8,703
+1,295
+17% +$37.8K 0.01% 751
2023
Q4
$223K Buy
+7,408
New +$201K 0.01% 726
2023
Q2
Sell
-7,964
Closed -$243K 767
2023
Q1
$243K Sell
7,964
-989
-11% -$33.8K 0.02% 671
2022
Q4
$298K Buy
8,953
+88
+1% +$2.98K 0.02% 563
2022
Q3
$280K Sell
8,865
-437
-5% -$15.9K 0.02% 565
2022
Q2
$345K Sell
9,302
-434
-4% -$16K 0.03% 506
2022
Q1
$391K Buy
9,736
+57
+0.6% +$2.53K 0.03% 533
2021
Q4
$451K Buy
9,679
+926
+11% +$40.7K 0.03% 509
2021
Q3
$372K Buy
+8,753
New +$354K 0.03% 308

Other funds holding BTO

J.W. Cole Advisors's BTO Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in John Hancock Financial Opportunities Fund (BTO) in Q2 2026: 11,774 shares worth $464K. The stake represents 0.01% of the portfolio and ranks #1048 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BTO as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BTO in Q3 2021 and has held it in 17 quarters since. 9 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • J.W. Cole Advisors held 11,774 shares of John Hancock Financial Opportunities Fund worth $464K as of Q2 2026.
  • John Hancock Financial Opportunities Fund was a new J.W. Cole Advisors position in Q2 2026.
  • John Hancock Financial Opportunities Fund made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1048 holding.
  • J.W. Cole Advisors first reported a position in John Hancock Financial Opportunities Fund in Q3 2021 and has held it in 17 quarters since.
  • 9 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.