ACI
ETV

Alpha Cubed Investments’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Alpha Cubed Investments’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
2021
Q3 		– Sell
-10,988
Closed -$179K – 272
2021
Q2 		$179K Buy
+10,988
New +$176K 0.01% 256

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alpha Cubed Investments's ETV Position: Q3 2021 in Review

Alpha Cubed Investments sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2021, closing a stake of 10,988 shares — an estimated $179K sold.

Alpha Cubed Investments first reported a position in ETV in Q2 2021 and held it in 1 quarter. The position peaked at $179K in Q2 2021. 136 funds tracked by Wall St. Rank hold ETV as of Q3 2021.

  • Alpha Cubed Investments reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2021 after selling out during the quarter.
  • Alpha Cubed Investments sold 10,988 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2021, an estimated $179K.
  • Alpha Cubed Investments first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2021 and held it in 1 quarter.
  • Alpha Cubed Investments's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $179K in Q2 2021.
  • 136 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2021.

Based on Alpha Cubed Investments's 13F filing for Q3 2021, filed 26 Oct 2021.