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

Advisory Solutions Group’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 		$3.11M Buy
208,324
+33,165
+19% +$500K 0.66% 44
2026
Q2 		$2.61M Buy
+175,159
New +$2.55M 0.88% 29

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Paragon Financial Partners
Paragon Financial Partners Woodland Hills, California $193M AUM 15.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Balanced Wealth Group
Balanced Wealth Group Westlake, Ohio $326M AUM 14.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Advisory Solutions Group's ETV Position: Q3 2026 in Review

Advisory Solutions Group increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 19% in Q3 2026, buying an estimated $500K and bringing the position to 208,324 shares worth $3.11M. The position accounts for 0.66% of the portfolio, ranked #44.

Advisory Solutions Group first reported a position in ETV in Q2 2026 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold ETV as of Q3 2026.

  • Advisory Solutions Group held 208,324 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $3.11M as of Q3 2026.
  • Advisory Solutions Group bought 33,165 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2026, an estimated $500K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.66% of Advisory Solutions Group's portfolio in Q3 2026, its #44 holding.
  • Advisory Solutions Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2026 and has held it in 2 quarters since.
  • 166 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.