Advisornet Financial’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Advisornet Financial’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
2022 Q2	–	Sell	-9,281	Closed	-$145K	–	1943
2022 Q1	$145K	Sell	9,281 -1,500	-14%	-$23.5K	0.01%	638
2021 Q4	$180K	Hold	10,781	–	–	0.01%	630
2021 Q3	$172K	Hold	10,781	–	–	0.01%	626
2021 Q2	$176K	Hold	10,781	–	–	0.01%	620
2021 Q1	$167K	Hold	10,781	–	–	0.01%	603
2020 Q4	$165K	Hold	10,781	–	–	0.01%	547
2020 Q3	$149K	Hold	10,781	–	–	0.01%	560
2020 Q2	$152K	Hold	10,781	–	–	0.01%	558
2020 Q1	$130K	Hold	10,781	–	–	0.01%	556
2019 Q4	$161K	Hold	10,781	–	–	0.01%	556
2019 Q3	$158K	Buy	10,781 +9,281	+619%	+$139K	0.01%	557
2019 Q2	$23K	Hold	1,500	–	–	﹤0.01%	1020
2019 Q1	$23K	Buy	1,500 +1,000	+200%	+$14.7K	﹤0.01%	958
2018 Q4	$7K	Hold	500	–	–	﹤0.01%	1167
2018 Q3	$8K	Hold	500	–	–	﹤0.01%	1171
2018 Q2	$8K	Hold	500	–	–	﹤0.01%	1191
2018 Q1	$7K	Buy	+500	New	+$7.65K	﹤0.01%	1161

Other funds holding ETV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFP

Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Advisornet Financial's ETV Position: Q2 2022 in Review

Advisornet Financial sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2022, closing a stake of 9,281 shares — an estimated $145K sold.

Advisornet Financial first reported a position in ETV in Q1 2018 and held it in 17 quarters. The position peaked at $180K in Q4 2021. 154 funds tracked by Wall St. Rank hold ETV as of Q2 2022.

Advisornet Financial reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2022 after selling out during the quarter.
Advisornet Financial sold 9,281 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2022, an estimated $145K.
Advisornet Financial first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2018 and held it in 17 quarters.
Advisornet Financial's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $180K in Q4 2021.
154 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2022.

Based on Advisornet Financial's 13F filing for Q2 2022, filed 7 Jul 2022.