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
2026 Q3	$240K	Buy	+6,591	New	+$260K	﹤0.01%	3574
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

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

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

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

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 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

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's BTO Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in John Hancock Financial Opportunities Fund (BTO) in Q3 2026: 6,591 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #3574 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in BTO as recently as Q2 2025.

Wealth Enhancement Advisory Services first reported a position in BTO in Q4 2023 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold BTO as of Q3 2026.

Wealth Enhancement Advisory Services held 6,591 shares of John Hancock Financial Opportunities Fund worth $240K as of Q3 2026.
John Hancock Financial Opportunities Fund was a new Wealth Enhancement Advisory Services position in Q3 2026.
John Hancock Financial Opportunities Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3574 holding.
Wealth Enhancement Advisory Services first reported a position in John Hancock Financial Opportunities Fund in Q4 2023 and has held it in 5 quarters since.
13 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.