Karpus Investment Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Karpus Investment Management’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	$382K	Buy	+9,698	New	+$360K	0.01%	218
2020 Q2	–	Sell	-53,830	Closed	-$987K	–	203
2020 Q1	$987K	Buy	+53,830	New	+$1.6M	0.04%	160
2019 Q1	–	Sell	-21,480	Closed	-$600K	–	208
2018 Q4	$600K	Buy	+21,480	New	+$721K	0.02%	162
2015 Q2	–	Sell	-102,244	Closed	-$2.39M	–	199
2015 Q1	$2.39M	Buy	102,244 +11,200	+12%	+$254K	0.11%	116
2014 Q4	$2.15M	Buy	+91,044	New	+$2.07M	0.1%	115

Other funds holding BTO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return

Karpus Investment Management's BTO Position: Q2 2026 in Review

Karpus Investment Management opened a new position in John Hancock Financial Opportunities Fund (BTO) in Q2 2026: 9,698 shares worth $382K. The stake represents 0.01% of the portfolio and ranks #218 among its holdings. This is a return to the name: Karpus Investment Management previously reported a position in BTO as recently as Q1 2020.

Karpus Investment Management first reported a position in BTO in Q4 2014 and has held it in 5 quarters since. The position peaked at $2.39M in Q1 2015. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

Karpus Investment Management held 9,698 shares of John Hancock Financial Opportunities Fund worth $382K as of Q2 2026.
John Hancock Financial Opportunities Fund was a new Karpus Investment Management position in Q2 2026.
John Hancock Financial Opportunities Fund made up 0.01% of Karpus Investment Management's portfolio in Q2 2026, its #218 holding.
Karpus Investment Management first reported a position in John Hancock Financial Opportunities Fund in Q4 2014 and has held it in 5 quarters since.
Karpus Investment Management's John Hancock Financial Opportunities Fund position peaked at $2.39M in Q1 2015.
83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Karpus Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.