Wealth Enhancement Advisory Services’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Wealth Enhancement Advisory Services’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
2025 Q3	–	Sell	-5,479	Closed	-$201K	–	3605
2025 Q2	$201K	Buy	+5,479	New	+$180K	﹤0.01%	2999
2025 Q1	–	Sell	-6,618	Closed	-$236K	–	3008
2024 Q4	$236K	Buy	6,618 +283	+4%	+$10.1K	﹤0.01%	2575
2024 Q3	$210K	Buy	+6,335	New	+$200K	﹤0.01%	2422
2024 Q1	–	Sell	-7,585	Closed	-$228K	–	2491
2023 Q4	$228K	Buy	+7,585	New	+$205K	﹤0.01%	2019

Other funds holding BTO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's BTO Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2025, closing a stake of 5,479 shares — an estimated $201K sold.

Wealth Enhancement Advisory Services first reported a position in BTO in Q4 2023 and held it in 4 quarters. The position peaked at $236K in Q4 2024. 76 funds tracked by Wall St. Rank hold BTO as of Q3 2025.

Wealth Enhancement Advisory Services reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 5,479 John Hancock Financial Opportunities Fund shares in Q3 2025, an estimated $201K.
Wealth Enhancement Advisory Services first reported a position in John Hancock Financial Opportunities Fund in Q4 2023 and held it in 4 quarters.
Wealth Enhancement Advisory Services's John Hancock Financial Opportunities Fund position peaked at $236K in Q4 2024.
76 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.