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

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

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. 83 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.
83 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.