Triumph Capital Management

Position in BTO — John Hancock Financial Opportunities Fund

CIK 1730765 DENVER, CO

Position in BTO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$404,055

+$34,523 QoQ

Shares Held

10,250

-0.5% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#38

of 84 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triumph Capital Management holds $17,991,435 across 99 Asset Management names. BTO ranks #17 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HTGC	Hercules Capital, Inc.	92,379	$1,456,816
2	PDO	PIMCO Dynamic Income Opportunities Fund	96,752	$1,279,061
3	RVT	Royce Small-Cap Trust, Inc.	60,025	$1,108,661
4	HQH	abrdn Healthcare Investors	45,512	$1,000,353
5	JPC	Nuveen Preferred & Income Opportunities Fund	103,070	$812,191
6	PTY	Pimco Corporate & Income Opportunity Fund	61,606	$741,120
7	BXSL	Blackstone Secured Lending Fund	30,181	$715,591
8	BCAT	BlackRock Capital Allocation Term Trust	43,443	$692,046

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$404,055	10,250	-0.5%	Shares	Sole	2026-07-21
2026-03-31	$369,532	10,302	-46.8%	Shares	Sole	2026-05-13
2025-12-31	$679,569	19,372	+0.2%	Shares	Sole	2026-02-12
2025-09-30	$695,601	19,333	-27.4%	Shares	Sole	2025-12-23
2025-06-30	$943,588	26,640	+0.5%	Shares	Sole	2025-12-29
2025-03-31	$904,085	26,505	+14.9%	Shares	Sole	2025-05-06
2024-12-31	$823,189	23,065	+13.5%	Shares	Sole	2025-02-14
2024-09-30	$673,877	20,322	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.