JWCA
BTO

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

J.W. Cole Advisors’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
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

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

J.W. Cole Advisors's BTO Position: Q1 2026 in Review

J.W. Cole Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2026, closing a stake of 12,310 shares — an estimated $432K sold.

J.W. Cole Advisors first reported a position in BTO in Q3 2021 and held it in 16 quarters. The position peaked at $451K in Q4 2021. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • J.W. Cole Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 12,310 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $432K.
  • J.W. Cole Advisors first reported a position in John Hancock Financial Opportunities Fund in Q3 2021 and held it in 16 quarters.
  • J.W. Cole Advisors's John Hancock Financial Opportunities Fund position peaked at $451K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.