Wintrust Investments
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Wintrust Investments’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Wintrust Investments’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
2024
Q4 		– Sell
-699
Closed -$23K – 431
2024
Q3 		$23K Sell
699
-11,477
-94% -$363K 0.02% 451
2024
Q2 		$341K Buy
12,176
+998
+9% +$27.8K 0.03% 348
2024
Q1 		$331K Buy
11,178
+4,371
+64% +$128K 0.03% 352
2023
Q4 		$205K Buy
+6,807
New +$184K 0.02% 428
2023
Q2 		– Sell
-6,938
Closed -$212K – 426
2023
Q1 		$212K Sell
6,938
-316
-4% -$10.8K 0.03% 316
2022
Q4 		$242K Sell
7,254
-1,152
-14% -$39K 0.03% 324
2022
Q3 		$265K Buy
8,406
+88
+1% +$3.2K 0.03% 323
2022
Q2 		$309K Buy
8,318
+60
+0.7% +$2.21K 0.04% 293
2022
Q1 		$332K Sell
8,258
-10,433
-56% -$464K 0.03% 315
2021
Q4 		$871K Sell
18,691
-12
-0.1% -$527 0.08% 188
2021
Q3 		$795K Sell
18,703
-872
-4% -$35.3K 0.11% 143
2021
Q2 		$735K Buy
19,575
+159
+0.8% +$6.3K 0.08% 204
2021
Q1 		$746K Buy
+19,416
New +$678K 0.08% 205
2020
Q4 		– Sell
-18,115
Closed -$388K – 206
2020
Q3 		$388K Buy
18,115
+324
+2% +$7.1K 0.05% 234
2020
Q2 		$408K Buy
+17,791
New +$384K 0.06% 224

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FCA Corp
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
North Star Asset Management
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
Aurora Investment Counsel
Aurora Investment Counsel Atlanta, Georgia $194M AUM 5.02% 1-Year Est. Return

Wintrust Investments's BTO Position: Q4 2024 in Review

Wintrust Investments sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2024, closing a stake of 699 shares — an estimated $23K sold.

Wintrust Investments first reported a position in BTO in Q2 2020 and held it in 15 quarters. The position peaked at $871K in Q4 2021. 74 funds tracked by Wall St. Rank hold BTO as of Q4 2024.

  • Wintrust Investments reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 699 John Hancock Financial Opportunities Fund shares in Q4 2024, an estimated $23K.
  • Wintrust Investments first reported a position in John Hancock Financial Opportunities Fund in Q2 2020 and held it in 15 quarters.
  • Wintrust Investments's John Hancock Financial Opportunities Fund position peaked at $871K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.