Tennessee Valley Asset Management Partners
Position in BTO — John Hancock Financial Opportunities Fund
CIK 1826790
KNOXVILLE, TN
Position in BTO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$816,742
+$73,982 QoQ
Shares Held
20,719
+0.1% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#27
of 84 holders
Holding Since
Dec 2024
6 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, 2026Tennessee Valley Asset Management Partners holds $8,023,039 across 7 Asset Management names. BTO ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDI |
PIMCO Dynamic Income Fund
|
134,000 | $2,237,800 | |
| 2 | GOF |
Guggenheim Strategic Opportunities Fund
|
158,023 | $1,725,611 | |
| 3 | RIV |
Rivernorth Opportunities Fund, Inc.
|
114,169 | $1,331,210 | |
| 4 | IGR |
Cbre Global Real Estate Income Fund
|
261,160 | $1,203,947 | |
| 5 | BTO |
John Hancock Financial Opportunities Fund
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|
20,719 | $816,742 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
38,531 | $496,279 | |
| 7 | AWP |
abrdn Global Premier Properties Fund
|
17,859 | $211,450 |
All Filings in BTO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $816,742 | 20,719 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $742,760 | 20,707 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $725,945 | 20,694 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $744,102 | 20,681 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $704,610 | 20,657 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $736,820 | 20,645 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||