EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

BTO holding history

John Hancock Financial Opportunities Fund in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BTO overview All 13F holders of BTO Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2024

Holdings of BTO by EverSource Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−2,500−100.0%	Sold out	Holders
Q3 2024	2,500	$82.9K	<0.1%	00.0%	Unchanged	Holders
Q2 2024	2,500	$81.8K	<0.1%	+2,500	New	Holders