MSFP
BTO

Mark Sheptoff Financial Planning’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Mark Sheptoff Financial Planning’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 		$7.88K Hold
200
– – ﹤0.01% 389
2026
Q1 		$7.45K Buy
+200
New +$7.25K ﹤0.01% 378
2016
Q1 		– Sell
-500
Closed -$14K – 358
2015
Q4 		$14K Buy
+500
New +$13.6K 0.01% 245

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FC
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

Mark Sheptoff Financial Planning's BTO Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its John Hancock Financial Opportunities Fund (BTO) position steady in Q2 2026 at 200 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Mark Sheptoff Financial Planning first reported a position in BTO in Q4 2015 and has held it in 3 quarters since. The position peaked at $14K in Q4 2015. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • Mark Sheptoff Financial Planning held 200 shares of John Hancock Financial Opportunities Fund worth $7.88K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its John Hancock Financial Opportunities Fund share count unchanged in Q2 2026.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #389 holding.
  • Mark Sheptoff Financial Planning first reported a position in John Hancock Financial Opportunities Fund in Q4 2015 and has held it in 3 quarters since.
  • Mark Sheptoff Financial Planning's John Hancock Financial Opportunities Fund position peaked at $14K in Q4 2015.
  • 83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.