WWA
BTO

Wingate Wealth Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Wingate Wealth Advisors’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
Q1 		– Sell
-220
Closed -$7.85K – 141
2024
Q4 		$7.85K Buy
+220
New +$7.89K 0.01% 359

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Stifel Financial
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

Wingate Wealth Advisors's BTO Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2025, closing a stake of 220 shares — an estimated $7.85K sold.

Wingate Wealth Advisors first reported a position in BTO in Q4 2024 and held it in 1 quarter. The position peaked at $7.85K in Q4 2024. 68 funds tracked by Wall St. Rank hold BTO as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 220 John Hancock Financial Opportunities Fund shares in Q1 2025, an estimated $7.85K.
  • Wingate Wealth Advisors first reported a position in John Hancock Financial Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's John Hancock Financial Opportunities Fund position peaked at $7.85K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.