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STACKSTONE WEALTH, LLC’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio ETV Stock Details ETV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$500K Buy
+33,504
New +$505K 0.05% 228

Other funds holding ETV

SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
PFO
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

STACKSTONE WEALTH, LLC's ETV Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2026: 33,504 shares worth $500K. The stake represents 0.05% of the portfolio and ranks #228 among its holdings.

31 funds tracked by Wall St. Rank hold ETV as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 33,504 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $500K as of Q3 2026.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.05% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #228 holding.
  • 31 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.