American Portfolios Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

American Portfolios Advisors’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
2022 Q3	$152K	Buy	11,537 +191	+2%	+$2.81K	0.01%	1140
2022 Q2	$153K	Buy	11,346 +78	+0.7%	+$1.12K	0.01%	1174
2022 Q1	$176K	Buy	11,268 +1,322	+13%	+$20.7K	0.01%	1224
2021 Q4	$167K	Buy	9,946 +2,743	+38%	+$45.2K	0.01%	1251
2021 Q3	$115K	Buy	7,203 +1,044	+17%	+$17.2K	﹤0.01%	1390
2021 Q2	$100K	Buy	6,159 +2,729	+80%	+$43.8K	﹤0.01%	1422
2021 Q1	$53.1K	Buy	3,430 +45	+1%	+$685	﹤0.01%	1586
2020 Q4	$52K	Buy	3,385 +46	+1%	+$666	﹤0.01%	1402
2020 Q3	$46.2K	Buy	3,339 +46	+1%	+$657	﹤0.01%	1346
2020 Q2	$46.5K	Buy	3,293 +46	+1%	+$620	﹤0.01%	1313
2020 Q1	$39.2K	Buy	3,247 +47	+1%	+$654	﹤0.01%	1271
2019 Q4	$47.8K	Buy	3,200 +339	+12%	+$5.06K	﹤0.01%	1371
2019 Q3	$41.9K	Buy	2,861 +33	+1%	+$493	﹤0.01%	1355
2019 Q2	$42.5K	Buy	2,828 +793	+39%	+$11.8K	﹤0.01%	1341
2019 Q1	$30.6K	Buy	+2,035	New	+$29.9K	﹤0.01%	1403
2018 Q4	–	Sell	-1,775	Closed	-$28.6K	–	2460
2018 Q3	$28.6K	Buy	+1,775	New	+$28.3K	﹤0.01%	1341

Other funds holding ETV

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFP

Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

American Portfolios Advisors's ETV Position: Q3 2022 in Review

American Portfolios Advisors increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 1.7% in Q3 2022, buying an estimated $2.81K and bringing the position to 11,537 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #1140.

American Portfolios Advisors first reported a position in ETV in Q3 2018 and has held it in 16 quarters since. The position peaked at $176K in Q1 2022. 145 funds tracked by Wall St. Rank hold ETV as of Q3 2022.

American Portfolios Advisors held 11,537 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $152K as of Q3 2022.
American Portfolios Advisors bought 191 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2022, an estimated $2.81K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1140 holding.
American Portfolios Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2018 and has held it in 16 quarters since.
American Portfolios Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $176K in Q1 2022.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.