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
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

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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.