Almanack Investment Partners, LLC.
Position in BTO — John Hancock Financial Opportunities Fund
CIK 1680613
WAYNE, PA
Position in BTO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$377,604
New position
Shares Held
9,579
first reported quarter
Ownership
0.048%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#41
of 84 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Almanack Investment Partners, LLC. holds $3,608,569 across 10 Asset Management names. BTO ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
16,926 | $680,932 | |
| 2 | GOF |
Guggenheim Strategic Opportunities Fund
|
57,683 | $629,898 | |
| 3 | BTO |
John Hancock Financial Opportunities Fund
This page
|
9,579 | $377,604 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
10,594 | $319,620 | |
| 5 | ARCC |
Ares Capital Corp
|
16,381 | $303,539 | |
| 6 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
10,589 | $292,150 | |
| 7 | BX |
Blackstone Inc.
|
2,442 | $287,350 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
12,000 | $284,520 |
All Filings in BTO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,604 | 9,579 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||