Kestra Advisory Services’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Kestra Advisory Services’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	$613K	Buy	15,554 +464	+3%	+$17.2K	﹤0.01%	2182
2026 Q1	$541K	Buy	15,090 +639	+4%	+$23.2K	﹤0.01%	2155
2025 Q4	$507K	Sell	14,451 -306	-2%	-$10.6K	﹤0.01%	2127
2025 Q3	$531K	Buy	14,757 +1,689	+13%	+$61.1K	﹤0.01%	2018
2025 Q2	$463K	Buy	13,068 +732	+6%	+$24.1K	﹤0.01%	2024
2025 Q1	$421K	Buy	12,336 +651	+6%	+$23.1K	﹤0.01%	1932
2024 Q4	$417K	Buy	+11,685	New	+$419K	﹤0.01%	2002

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

Kestra Advisory Services's BTO Position: Q2 2026 in Review

Kestra Advisory Services increased its John Hancock Financial Opportunities Fund (BTO) stake by 3.1% in Q2 2026, buying an estimated $17.2K and bringing the position to 15,554 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

Kestra Advisory Services first reported a position in BTO in Q4 2024 and has held it in 7 quarters since. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

Kestra Advisory Services held 15,554 shares of John Hancock Financial Opportunities Fund worth $613K as of Q2 2026.
Kestra Advisory Services bought 464 John Hancock Financial Opportunities Fund shares in Q2 2026, an estimated $17.2K.
John Hancock Financial Opportunities Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2182 holding.
Kestra Advisory Services first reported a position in John Hancock Financial Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.