AWG
ETV

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

Altus Wealth 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
2021
Q1 		– Sell
-2,875
Closed -$44K – 372
2020
Q4 		$44K Buy
+2,875
New +$41.7K 0.04% 240

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Altus Wealth Group's ETV Position: Q1 2021 in Review

Altus Wealth Group sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2021, closing a stake of 2,875 shares — an estimated $44K sold.

Altus Wealth Group first reported a position in ETV in Q4 2020 and held it in 1 quarter. The position peaked at $44K in Q4 2020. 142 funds tracked by Wall St. Rank hold ETV as of Q1 2021.

  • Altus Wealth Group reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 2,875 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2021, an estimated $44K.
  • Altus Wealth Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $44K in Q4 2020.
  • 142 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.