KAS
BTO

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
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
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
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

Kestra Advisory Services's BTO Position: Q1 2026 in Review

Kestra Advisory Services increased its John Hancock Financial Opportunities Fund (BTO) stake by 4.4% in Q1 2026, buying an estimated $23.2K and bringing the position to 15,090 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #2155.

Kestra Advisory Services first reported a position in BTO in Q4 2024 and has held it in 6 quarters since. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Kestra Advisory Services held 15,090 shares of John Hancock Financial Opportunities Fund worth $541K as of Q1 2026.
  • Kestra Advisory Services bought 639 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $23.2K.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2155 holding.
  • Kestra Advisory Services first reported a position in John Hancock Financial Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.