Steward Partners Investment Advisory, LLC
Position in BTO — John Hancock Financial Opportunities Fund
CIK 1723397
STAMFORD, CT
Position in BTO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,245,402
+$296,227 QoQ
Shares Held
56,961
+4.8% QoQ
Ownership
0.287%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#12
of 84 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $303,063,686 across 294 Asset Management names. BTO ranks #41 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
21,807 | $20,968,738 | |
| 2 | BST |
BlackRock Science & Technology Trust
|
211,966 | $10,748,795 | |
| 3 | GDV |
Gabelli Dividend & Income Trust
|
365,524 | $10,746,405 | |
| 4 | BX |
Blackstone Inc.
|
90,124 | $10,604,891 | |
| 5 | ARCC |
Ares Capital Corp
|
406,494 | $7,532,333 | |
| 6 | BSTZ |
BlackRock Science & Technology Term Trust
|
243,765 | $7,320,262 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
225,504 | $6,803,455 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
437,539 | $6,510,580 |
All Filings in BTO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,245,402 | 56,961 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,949,175 | 54,340 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,726,251 | 49,209 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,529,689 | 42,515 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,264,316 | 35,695 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,198,181 | 35,127 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $993,038 | 27,824 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $344,698 | 10,395 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $153,914 | 5,495 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $179,757 | 6,077 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $254,386 | 8,457 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $244,428 | 9,308 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $276,192 | 10,298 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,157,467 | 70,644 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,912,259 | 87,429 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,523,032 | 79,944 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,636,155 | 70,998 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,490,550 | 61,954 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,638,624 | 56,635 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,399,701 | 56,437 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,973,027 | 52,558 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,008,797 | 52,258 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,243,075 | 40,958 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $767,151 | 35,798 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $810,089 | 35,298 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $680,835 | 37,123 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||