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ETV

Advisory Advocates’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Advisory Advocates’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
Q2 		$1.84M Buy
123,408
+10,270
+9% +$149K 1.57% 9
2026
Q1 		$1.55M Buy
113,138
+7,100
+7% +$102K 1.58% 10
2025
Q4 		$1.52M Buy
+106,038
New +$1.52M 1.51% 11

Other funds holding ETV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisory Advocates's ETV Position: Q2 2026 in Review

Advisory Advocates increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 9.1% in Q2 2026, buying an estimated $149K and bringing the position to 123,408 shares worth $1.84M. The position accounts for 1.57% of the portfolio, ranked #9.

Advisory Advocates first reported a position in ETV in Q4 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Advisory Advocates held 123,408 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $1.84M as of Q2 2026.
  • Advisory Advocates bought 10,270 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $149K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 1.57% of Advisory Advocates's portfolio in Q2 2026, its #9 holding.
  • Advisory Advocates first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.