Chancellor Financial Group WB LP

Position in BTO — John Hancock Financial Opportunities Fund

CIK 2059742 WILKES-BARRE, PA

Position in BTO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,236,447

+$117,411 QoQ

Shares Held

31,366

+0.5% QoQ

Ownership

0.158%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#20

of 84 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Chancellor Financial Group WB LP holds $3,991,801 across 8 Asset Management names. BTO ranks #1 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTO	John Hancock Financial Opportunities Fund This page	31,366	$1,236,447
2	EOS	Eaton Vance Enhanced Equity Income Fund II	35,613	$784,910
3	CHY	Calamos Convertible & High Income Fund	37,261	$507,494
4	BUI	BlackRock Utilities, Infrastructure & Power Opportunities Trust	13,539	$392,766
5	QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	12,128	$365,537
6	BLK	BlackRock, Inc.	326	$313,468
7	NMZ	Nuveen Municipal High Income Opportunity Fund	26,126	$276,151
8	GAB	Gabelli Equity Trust Inc	20,323	$115,028

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,236,447	31,366	+0.5%	Shares	Sole	2026-08-10
2026-03-31	$1,119,036	31,197	+0.7%	Shares	Sole	2026-05-14
2025-12-31	$1,087,059	30,988	+0.4%	Shares	Sole	2026-02-05
2025-09-30	$1,110,702	30,870	+0.6%	Shares	Sole	2025-11-12
2025-06-30	$1,086,579	30,677	+0.5%	Shares	Sole	2025-08-06
2025-03-31	$1,041,037	30,520	-9.2%	Shares	Sole	2025-05-05
2024-12-31	$1,200,219	33,629	—	Shares	Sole	2025-03-19
No filing history on record for this holder in this stock.