World Investment Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

World Investment 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
2026 Q1	$856K	Sell	23,855 -3,735	-14%	-$135K	0.01%	769
2025 Q4	$968K	Sell	27,590 -769	-3%	-$26.6K	0.02%	696
2025 Q3	$1.02M	Sell	28,359 -3,497	-11%	-$126K	0.02%	559
2025 Q2	$1.13M	Sell	31,856 -471	-1%	-$15.5K	0.03%	499
2025 Q1	$1.1M	Sell	32,327 -1,692	-5%	-$60.1K	0.03%	477
2024 Q4	$1.21M	Sell	34,019 -1,924	-5%	-$69K	0.03%	427
2024 Q3	$1.19M	Sell	35,943 -721	-2%	-$22.8K	0.04%	390
2024 Q2	$1.03M	Buy	+36,664	New	+$1.02M	0.06%	268
2024 Q1	–	Sell	-38,073	Closed	-$1.15M	–	405
2023 Q4	$1.15M	Buy	+38,073	New	+$1.03M	0.15%	131

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

ZCP

Z3 Capital Partners Richmond, Virginia $395M AUM

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

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

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

NSAM

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

World Investment Advisors's BTO Position: Q1 2026 in Review

World Investment Advisors reduced its John Hancock Financial Opportunities Fund (BTO) stake by 14% in Q1 2026, selling an estimated $135K and leaving 23,855 shares worth $856K. The position accounts for 0.01% of the portfolio, ranked #769.

World Investment Advisors first reported a position in BTO in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.21M in Q4 2024. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

World Investment Advisors held 23,855 shares of John Hancock Financial Opportunities Fund worth $856K as of Q1 2026.
World Investment Advisors sold 3,735 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $135K.
John Hancock Financial Opportunities Fund made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #769 holding.
World Investment Advisors first reported a position in John Hancock Financial Opportunities Fund in Q4 2023 and has held it in 9 quarters since.
World Investment Advisors's John Hancock Financial Opportunities Fund position peaked at $1.21M in Q4 2024.
78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.