JIP
BTO

Jaffetilchin Investment Partners’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Jaffetilchin Investment Partners’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
-23,882
Closed -$815K – 434
2025
Q1 		$815K Buy
+23,882
New +$848K 0.06% 191
2024
Q4 		– Sell
-2,936
Closed -$97.4K – 504
2024
Q3 		$97.4K Buy
+2,936
New +$92.7K 0.01% 474

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

Jaffetilchin Investment Partners's BTO Position: Q2 2025 in Review

Jaffetilchin Investment Partners sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2025, closing a stake of 23,882 shares — an estimated $815K sold.

Jaffetilchin Investment Partners first reported a position in BTO in Q3 2024 and held it in 2 quarters. The position peaked at $815K in Q1 2025. 67 funds tracked by Wall St. Rank hold BTO as of Q2 2025.

  • Jaffetilchin Investment Partners reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 23,882 John Hancock Financial Opportunities Fund shares in Q2 2025, an estimated $815K.
  • Jaffetilchin Investment Partners first reported a position in John Hancock Financial Opportunities Fund in Q3 2024 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's John Hancock Financial Opportunities Fund position peaked at $815K in Q1 2025.
  • 67 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2025.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.