AE Wealth Management’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

AE Wealth Management’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
2024 Q1	–	Sell	-13,474	Closed	-$168K	–	1402
2023 Q4	$168K	Buy	13,474 +1,650	+14%	+$20K	﹤0.01%	1906
2023 Q3	$142K	Sell	11,824 -2,911	-20%	-$37.2K	﹤0.01%	1818
2023 Q2	$188K	Sell	14,735 -160	-1%	-$1.99K	﹤0.01%	1758
2023 Q1	$188K	Sell	14,895 -293	-2%	-$3.75K	﹤0.01%	1746
2022 Q4	$187K	Sell	15,188 -3,495	-19%	-$46.2K	﹤0.01%	1675
2022 Q3	$246K	Buy	18,683 +7,108	+61%	+$105K	﹤0.01%	1547
2022 Q2	$156K	Buy	11,575 +800	+7%	+$11.4K	﹤0.01%	1616
2022 Q1	$168K	Buy	+10,775	New	+$169K	﹤0.01%	1591

Other funds holding ETV

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return