Toth Financial Advisory’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Toth Financial Advisory’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 Q3	$18.7K	Buy	521 +16	+3%	+$631	﹤0.01%	514
2026 Q2	$19.9K	Buy	505 +3	+0.6%	+$111	﹤0.01%	506
2026 Q1	$18K	Sell	502 -429	-46%	-$15.6K	﹤0.01%	496
2025 Q4	$32.7K	Buy	931 +61	+7%	+$2.11K	﹤0.01%	413
2025 Q3	$31.3K	Buy	870 +90	+12%	+$3.25K	﹤0.01%	418
2025 Q2	$27.6K	Hold	780	–	–	﹤0.01%	396
2025 Q1	$26.6K	Buy	780 +35	+5%	+$1.24K	﹤0.01%	366
2024 Q4	$26.6K	Buy	745 +75	+11%	+$2.69K	﹤0.01%	371
2024 Q3	$22.2K	Buy	670 +10	+2%	+$316	﹤0.01%	373
2024 Q2	$18.5K	Buy	660 +100	+18%	+$2.78K	﹤0.01%	403
2024 Q1	$16.6K	Hold	560	–	–	﹤0.01%	404
2023 Q4	$16.8K	Hold	560	–	–	﹤0.01%	412
2023 Q3	$14.7K	Buy	560 +55	+11%	+$1.53K	﹤0.01%	407
2023 Q2	$13.5K	Buy	505 +400	+381%	+$10.8K	﹤0.01%	433
2023 Q1	$3.21K	Buy	+105	New	+$3.59K	﹤0.01%	596

Other funds holding BTO

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Toth Financial Advisory's BTO Position: Q3 2026 in Review

Toth Financial Advisory increased its John Hancock Financial Opportunities Fund (BTO) stake by 3.2% in Q3 2026, buying an estimated $631 and bringing the position to 521 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Toth Financial Advisory first reported a position in BTO in Q1 2023 and has held it in 15 quarters since. The position peaked at $32.7K in Q4 2025. 11 funds tracked by Wall St. Rank hold BTO as of Q3 2026.

Toth Financial Advisory held 521 shares of John Hancock Financial Opportunities Fund worth $18.7K as of Q3 2026.
Toth Financial Advisory bought 16 John Hancock Financial Opportunities Fund shares in Q3 2026, an estimated $631.
John Hancock Financial Opportunities Fund made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #514 holding.
Toth Financial Advisory first reported a position in John Hancock Financial Opportunities Fund in Q1 2023 and has held it in 15 quarters since.
Toth Financial Advisory's John Hancock Financial Opportunities Fund position peaked at $32.7K in Q4 2025.
11 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.