TVAMP
BTO

Tennessee Valley Asset Management Partners’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Tennessee Valley Asset Management Partners’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 		$743K Buy
20,707
+13
+0.1% +$472 0.1% 100
2025
Q4 		$726K Buy
20,694
+13
+0.1% +$450 0.09% 96
2025
Q3 		$744K Buy
+20,681
New +$748K 0.1% 92
2025
Q2 		– Sell
-20,657
Closed -$705K – 87
2025
Q1 		$705K Buy
20,657
+12
+0.1% +$426 0.11% 83
2024
Q4 		$737K Buy
+20,645
New +$740K 0.12% 77

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 $476M 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

Tennessee Valley Asset Management Partners's BTO Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its John Hancock Financial Opportunities Fund (BTO) stake by 0.06% in Q1 2026, buying an estimated $472 and bringing the position to 20,707 shares worth $743K. The position accounts for 0.1% of the portfolio, ranked #100.

Tennessee Valley Asset Management Partners first reported a position in BTO in Q4 2024 and has held it in 5 quarters since. The position peaked at $744K in Q3 2025. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Tennessee Valley Asset Management Partners held 20,707 shares of John Hancock Financial Opportunities Fund worth $743K as of Q1 2026.
  • Tennessee Valley Asset Management Partners bought 13 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $472.
  • John Hancock Financial Opportunities Fund made up 0.1% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #100 holding.
  • Tennessee Valley Asset Management Partners first reported a position in John Hancock Financial Opportunities Fund in Q4 2024 and has held it in 5 quarters since.
  • Tennessee Valley Asset Management Partners's John Hancock Financial Opportunities Fund position peaked at $744K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.