SWM
BTO

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

Spire Wealth 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
Q2 		$10.9K Hold
277
– – ﹤0.01% 1623
2026
Q1 		$9.94K Hold
277
– – ﹤0.01% 1615
2025
Q4 		$9.72K Hold
277
– – ﹤0.01% 1709
2025
Q3 		$9.97K Hold
277
– – ﹤0.01% 1749
2025
Q2 		$9.81K Sell
277
-186
-40% -$6.13K ﹤0.01% 1725
2025
Q1 		$15.8K Buy
463
+34
+8% +$1.21K ﹤0.01% 1690
2024
Q4 		$15.3K Hold
429
– – ﹤0.01% 1710
2024
Q3 		$14.2K Hold
429
– – ﹤0.01% 1538
2024
Q2 		$12K Hold
429
– – ﹤0.01% 1593
2024
Q1 		$12.7K Hold
429
– – ﹤0.01% 1641
2023
Q4 		$13K Hold
429
– – ﹤0.01% 1674
2023
Q3 		$11.3K Sell
429
-879
-67% -$24.4K ﹤0.01% 1694
2023
Q2 		$35.1K Buy
1,308
+458
+54% +$12.4K ﹤0.01% 1358
2023
Q1 		$26K Buy
+850
New +$29.1K ﹤0.01% 1507

Other funds holding BTO

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Spire Wealth Management's BTO Position: Q2 2026 in Review

Spire Wealth Management held its John Hancock Financial Opportunities Fund (BTO) position steady in Q2 2026 at 277 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Spire Wealth Management first reported a position in BTO in Q1 2023 and has held it in 14 quarters since. The position peaked at $35.1K in Q2 2023. 9 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • Spire Wealth Management held 277 shares of John Hancock Financial Opportunities Fund worth $10.9K as of Q2 2026.
  • Spire Wealth Management left its John Hancock Financial Opportunities Fund share count unchanged in Q2 2026.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1623 holding.
  • Spire Wealth Management first reported a position in John Hancock Financial Opportunities Fund in Q1 2023 and has held it in 14 quarters since.
  • Spire Wealth Management's John Hancock Financial Opportunities Fund position peaked at $35.1K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.