SAM
BTO

Smartleaf Asset Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Smartleaf Asset Management’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 		– Sell
-503
Closed -$17.8K – 3522
2025
Q4 		$17.8K Hold
503
– – ﹤0.01% 2095
2025
Q3 		$18.1K Buy
+503
New +$18.2K ﹤0.01% 1850

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

Smartleaf Asset Management's BTO Position: Q1 2026 in Review

Smartleaf Asset Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2026, closing a stake of 503 shares — an estimated $17.8K sold.

Smartleaf Asset Management first reported a position in BTO in Q3 2025 and held it in 2 quarters. The position peaked at $18.1K in Q3 2025. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Smartleaf Asset Management reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 503 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $17.8K.
  • Smartleaf Asset Management first reported a position in John Hancock Financial Opportunities Fund in Q3 2025 and held it in 2 quarters.
  • Smartleaf Asset Management's John Hancock Financial Opportunities Fund position peaked at $18.1K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.