MS
BTO

Monetary Solutions’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Monetary Solutions’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 		$3.94K Hold
100
– – ﹤0.01% 260
2026
Q1 		$3.59K Hold
100
– – ﹤0.01% 249
2025
Q4 		$3.51K Buy
+100
New +$3.46K ﹤0.01% 245

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
ACM
Alessandra Capital Management Torrance, California $141M AUM
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Monetary Solutions's BTO Position: Q2 2026 in Review

Monetary Solutions held its John Hancock Financial Opportunities Fund (BTO) position steady in Q2 2026 at 100 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Monetary Solutions first reported a position in BTO in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • Monetary Solutions held 100 shares of John Hancock Financial Opportunities Fund worth $3.94K as of Q2 2026.
  • Monetary Solutions left its John Hancock Financial Opportunities Fund share count unchanged in Q2 2026.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Monetary Solutions's portfolio in Q2 2026, its #260 holding.
  • Monetary Solutions first reported a position in John Hancock Financial Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.