J.W. Cole Advisors
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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
Q3 		$427K Buy
11,889
+115
+1% +$4.54K 0.01% 1094
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Z3 Capital Partners
Z3 Capital Partners Richmond, Virginia $482M AUM 40.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
FCA Corp
FCA Corp Houston, Texas $409M AUM 16.43% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Alessandra Capital Management
Alessandra Capital Management Torrance, California $142M AUM 42.73% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

J.W. Cole Advisors's BTO Position: Q3 2026 in Review

J.W. Cole Advisors increased its John Hancock Financial Opportunities Fund (BTO) stake by 0.98% in Q3 2026, buying an estimated $4.54K and bringing the position to 11,889 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #1094.

J.W. Cole Advisors first reported a position in BTO in Q3 2021 and has held it in 18 quarters since. The position peaked at $464K in Q2 2026. 71 funds tracked by Wall St. Rank hold BTO as of Q3 2026.

  • J.W. Cole Advisors held 11,889 shares of John Hancock Financial Opportunities Fund worth $427K as of Q3 2026.
  • J.W. Cole Advisors bought 115 John Hancock Financial Opportunities Fund shares in Q3 2026, an estimated $4.54K.
  • John Hancock Financial Opportunities Fund made up 0.01% of J.W. Cole Advisors's portfolio in Q3 2026, its #1094 holding.
  • J.W. Cole Advisors first reported a position in John Hancock Financial Opportunities Fund in Q3 2021 and has held it in 18 quarters since.
  • J.W. Cole Advisors's John Hancock Financial Opportunities Fund position peaked at $464K in Q2 2026.
  • 71 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.