AIFAIM
ETV

American Institute for Advanced Investment Management’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

American Institute for Advanced Investment 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
2026
Q2 		$453K Hold
28,770
– – 0.26% 99
2026
Q1 		$422K Buy
28,770
+1,100
+4% +$15.8K 0.27% 95
2025
Q4 		$427K Buy
27,670
+5,000
+22% +$71.5K 0.27% 91
2025
Q3 		$347K Hold
22,670
– – 0.23% 105
2025
Q2 		$335K Sell
22,670
-1,069
-5% -$14K 0.24% 102
2025
Q1 		$314K Buy
23,739
+1,139
+5% +$16K 0.24% 102
2024
Q4 		$326K Sell
22,600
-1,092
-5% -$15.4K 0.24% 100
2024
Q3 		$327K Sell
23,692
-77
-0.3% -$1.04K 0.23% 107
2024
Q2 		$325K Sell
23,769
-626
-3% -$8.13K 0.25% 101
2024
Q1 		$315K Sell
24,395
-2,955
-11% -$37.6K 0.25% 99
2023
Q4 		$337K Sell
27,350
-16,071
-37% -$194K 0.3% 87
2023
Q3 		$531K Sell
43,421
-18,314
-30% -$234K 0.49% 60
2023
Q2 		$789K Buy
61,735
+18,622
+43% +$231K 0.69% 42
2023
Q1 		$532K Sell
43,113
-54,023
-56% -$692K 0.57% 50
2022
Q4 		$1.19M Sell
97,136
-1,518
-2% -$20.1K 1.09% 31
2022
Q3 		$1.3M Hold
98,654
– – 1.21% 23
2022
Q2 		$1.33M Sell
98,654
-2,000
-2% -$28.6K 1.17% 24
2022
Q1 		$1.57M Buy
100,654
+11,150
+12% +$174K 1.14% 26
2021
Q4 		$1.5M Hold
89,504
– – 1.01% 30
2021
Q3 		$1.43M Buy
89,504
+1,200
+1% +$19.8K 1.01% 31
2021
Q2 		$1.44M Buy
88,304
+1,024
+1% +$16.4K 1.01% 32
2021
Q1 		$1.35M Buy
87,280
+1,236
+1% +$18.8K 1.03% 30
2020
Q4 		$1.32M Buy
86,044
+1,962
+2% +$28.4K 1.06% 30
2020
Q3 		$1.16M Buy
84,082
+2,737
+3% +$39.1K 1.04% 34
2020
Q2 		$1.15M Buy
81,345
+11,288
+16% +$152K 1.08% 31
2020
Q1 		$845K Sell
70,057
-2,978
-4% -$41.4K 0.92% 37
2019
Q4 		$1.09M Buy
+73,035
New +$1.09M 1.05% 34

Other funds holding ETV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SharpePoint Phoenix, Arizona $200M AUM 66.57% 1-Year Est. Return

American Institute for Advanced Investment Management's ETV Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q2 2026 at 28,770 shares worth $453K. The position accounts for 0.26% of the portfolio, ranked #99.

American Institute for Advanced Investment Management first reported a position in ETV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.57M in Q1 2022. 122 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • American Institute for Advanced Investment Management held 28,770 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $453K as of Q2 2026.
  • American Institute for Advanced Investment Management left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q2 2026.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.26% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #99 holding.
  • American Institute for Advanced Investment Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2019 and has held it in 27 quarters since.
  • American Institute for Advanced Investment Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $1.57M in Q1 2022.
  • 122 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.