Redwood Wealth Management Group’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Redwood Wealth Management Group’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	$331K	Buy	9,229 +400	+5%	+$14.5K	0.14%	124
2025 Q4	$310K	Hold	8,829	–	–	0.13%	127
2025 Q3	$318K	Hold	8,829	–	–	0.13%	132
2025 Q2	$313K	Hold	8,829	–	–	0.14%	129
2025 Q1	$301K	Hold	8,829	–	–	0.15%	124
2024 Q4	$315K	Hold	8,829	–	–	0.15%	125
2024 Q3	$293K	Hold	8,829	–	–	0.15%	132
2024 Q2	$247K	Buy	8,829 +1,500	+20%	+$41.7K	0.19%	103
2024 Q1	$217K	Hold	7,329	–	–	0.23%	110
2023 Q4	$220K	Buy	+7,329	New	+$198K	0.24%	109
2023 Q2	–	Sell	-7,329	Closed	-$224K	–	152
2023 Q1	$224K	Hold	7,329	–	–	0.25%	116
2022 Q4	$244K	Buy	+7,329	New	+$248K	0.3%	95

Other funds holding BTO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Redwood Wealth Management Group's BTO Position: Q1 2026 in Review

Redwood Wealth Management Group increased its John Hancock Financial Opportunities Fund (BTO) stake by 4.5% in Q1 2026, buying an estimated $14.5K and bringing the position to 9,229 shares worth $331K. The position accounts for 0.14% of the portfolio, ranked #124.

Redwood Wealth Management Group first reported a position in BTO in Q4 2022 and has held it in 12 quarters since. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

Redwood Wealth Management Group held 9,229 shares of John Hancock Financial Opportunities Fund worth $331K as of Q1 2026.
Redwood Wealth Management Group bought 400 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $14.5K.
John Hancock Financial Opportunities Fund made up 0.14% of Redwood Wealth Management Group's portfolio in Q1 2026, its #124 holding.
Redwood Wealth Management Group first reported a position in John Hancock Financial Opportunities Fund in Q4 2022 and has held it in 12 quarters since.
78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.