Gilliland Jeter Wealth Management LLC

Position in BTO — John Hancock Financial Opportunities Fund

CIK 2009886 LITTLE ROCK, AR

Position in BTO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,478,013

+$136,942 QoQ

Shares Held

37,494

+0.3% QoQ

Ownership

0.189%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#18

of 84 holders

Holding Since

Dec 2023

11 quarters on record

Financial Services · as of Jun 30, 2026

Gilliland Jeter Wealth Management LLC holds $4,446,474 across 7 Asset Management names. BTO ranks #1 (33.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTO	John Hancock Financial Opportunities Fund This page	37,494	$1,478,013
2	GDV	Gabelli Dividend & Income Trust	26,552	$780,628
3	ACV	Virtus Diversified Income & Convertible Fund	24,780	$702,265
4	CCD	Calamos Dynamic Convertible & Income Fund	17,373	$447,702
5	BLK	BlackRock, Inc.	440	$423,086
6	BX	Blackstone Inc.	2,836	$333,712
7	CGO	Calamos Global Total Return Fund	20,576	$281,068

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,478,013	37,494	+0.3%	Shares	Sole	2026-07-29
2026-03-31	$1,341,071	37,387	+3.1%	Shares	Sole	2026-04-24
2025-12-31	$1,272,316	36,269	-1.4%	Shares	Sole	2026-01-23
2025-09-30	$1,323,920	36,796	-0.2%	Shares	Sole	2025-10-28
2025-06-30	$1,306,360	36,882	+2.1%	Shares	Sole	2025-07-24
2025-03-31	$1,232,087	36,121	+5.4%	Shares	Sole	2025-04-30
2024-12-31	$1,223,310	34,276	-6.0%	Shares	Sole	2025-01-28
2024-09-30	$1,209,278	36,468	+13.4%	Shares	Sole	2024-10-17
2024-06-30	$900,885	32,163	-11.8%	Shares	Sole	2024-07-24
2024-03-31	$1,078,723	36,468	+0.4%	Shares	Sole	2024-05-02
2023-12-31	$1,092,415	36,317	—	Shares	Sole	2024-02-02
No filing history on record for this holder in this stock.