Creative Planning

Position in BTO — John Hancock Financial Opportunities Fund

CIK 1540235 OVERLAND PARK, KS

Position in BTO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$261,788

+$24,293 QoQ

Shares Held

6,641

+0.3% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#49

of 84 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Creative Planning holds $559,880,439 across 178 Asset Management names. BTO ranks #125 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	436,815	$51,400,020
2	TROW	Price T Rowe Group Inc	420,488	$47,805,280
3	BN	BROOKFIELD Corp /ON/	885,994	$37,734,483
4	CGBD	Carlyle Secured Lending, Inc.	3,086,927	$32,505,340
5	BLK	BlackRock, Inc.	33,365	$32,082,448
6	BXSL	Blackstone Secured Lending Fund	1,288,752	$30,556,309
7			452,530	$23,508,932
8	STT	State Street Corp	137,249	$23,277,430

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,788	6,641	+0.3%	Shares	Sole	2026-08-13
2026-03-31	$237,495	6,621	+0.3%	Shares	Sole	2026-05-12
2025-12-31	$231,492	6,599	+0.3%	Shares	Sole	2026-02-17
2025-09-30	$236,676	6,578	-8.7%	Shares	Sole	2025-11-14
2025-03-31	$245,864	7,208	-5.5%	Shares	Sole	2025-05-15
2024-12-31	$272,314	7,630	-2.9%	Shares	Defined	2025-02-14
2024-09-30	$260,637	7,860	+3.0%	Shares	Defined	2024-10-11
2024-06-30	$213,827	7,634	+32.0%	Shares	Defined	2024-08-15
2022-06-30	$214,759	5,784	0.0%	Shares	Sole	2022-08-15
2022-03-31	$232,516	5,784	-23.4%	Shares	Sole	2022-05-16
2021-12-31	$351,754	7,550	0.0%	Shares	Sole	2022-02-11
2021-09-30	$321,026	7,550	+31.3%	Shares	Sole	2021-11-10
2021-06-30	$215,855	5,750	-5.0%	Shares	Sole	2021-08-04
2021-03-31	$232,754	6,055	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.