Avidian Wealth Solutions, LLC
- SEC CIK
- 0001471474
- Latest filing
- Jul 24, 2026
BTO holding history
John Hancock Financial Opportunities Fund in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BTO overviewAll 13F holders of BTOFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 16
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −5,789−100.0% | Sold out | Holders |
| Q3 2025 | 5,789 | $208.3K | <0.1% | −1,120−16.2% | Reduced | Holders |
| Q2 2025 | 6,909 | $244.7K | <0.1% | −2,235−24.4% | Reduced | Holders |
| Q1 2025 | 9,144 | $311.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 9,144 | $326.3K | <0.1% | −1,320−12.6% | Reduced | Holders |
| Q3 2024 | 10,464 | $347.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 10,464 | $293.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 10,464 | $309.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 10,464 | $314.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 10,464 | $274.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 10,464 | $280.6K | <0.1% | +2,800+36.5% | Added | Holders |
| Q1 2023 | 7,664 | $234.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 7,664 | $255.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 7,664 | $242.0K | <0.1% | −1,120−12.8% | Reduced | Holders |
| Q2 2022 | 8,784 | $326.0K | <0.1% | −992−10.1% | Reduced | Holders |
| Q1 2022 | 9,776 | $393.0K | <0.1% | −130−1.3% | Reduced | Holders |
| Q4 2021 | 9,906 | $462.0K | <0.1% | +9,906 | New | Holders |