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 Q2	–	Sell	-9,229	Closed	-$331K	–	19
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 $1.89T 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

Redwood Wealth Management Group's BTO Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2026, closing a stake of 9,229 shares — an estimated $331K sold.

Redwood Wealth Management Group first reported a position in BTO in Q4 2022 and held it in 12 quarters. The position peaked at $331K in Q1 2026. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

Redwood Wealth Management Group reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 9,229 John Hancock Financial Opportunities Fund shares in Q2 2026, an estimated $331K.
Redwood Wealth Management Group first reported a position in John Hancock Financial Opportunities Fund in Q4 2022 and held it in 12 quarters.
Redwood Wealth Management Group's John Hancock Financial Opportunities Fund position peaked at $331K in Q1 2026.
83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.