Redwood Wealth Management Group, LLC
Position in BTO — John Hancock Financial Opportunities Fund
CIK 1963839
MEDFORD, NJ
Position in BTO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$331,044
+$21,323 QoQ
Shares Held
9,229
+4.5% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Redwood Wealth Management Group, LLC holds $605,295 across 2 Asset Management names. BTO ranks #1 (54.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTO |
John Hancock Financial Opportunities Fund
This page
|
9,229 | $331,044 | |
| 2 | BX |
Blackstone Inc.
|
2,385 | $274,251 |
All Filings in BTO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $331,044 | 9,229 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $309,721 | 8,829 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $317,667 | 8,829 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $312,723 | 8,829 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $301,157 | 8,829 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $315,107 | 8,829 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $292,769 | 8,829 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $247,300 | 8,829 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $216,791 | 7,329 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $220,456 | 7,329 | Shares | Sole | 2024-01-25 | |
| 2023-03-31 | $223,827 | 7,329 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $244,128 | 7,329 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||