Ameritas Advisory Services’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-2,380	Closed	-$33.9K	–	1281
2025 Q3	$33.9K	Sell	2,380 -7,770	-77%	-$108K	﹤0.01%	1232
2025 Q2	$141K	Buy	10,150 +70	+0.7%	+$918	0.01%	852
2025 Q1	$136K	Hold	10,080	–	–	0.01%	841
2024 Q4	$145K	Hold	10,080	–	–	0.01%	850
2024 Q3	$139K	Hold	10,080	–	–	0.01%	820
2024 Q2	$138K	Hold	10,080	–	–	0.01%	867
2024 Q1	$130K	Buy	+10,080	New	+$128K	0.01%	845
2023 Q4	–	Sell	-10,311	Closed	-$123K	–	732
2023 Q3	$123K	Buy	+10,311	New	+$132K	0.01%	777
2023 Q2	–	Sell	-10,311	Closed	-$129K	–	1143
2023 Q1	$129K	Sell	10,311 -1,735	-14%	-$22.2K	0.01%	912
2022 Q4	$148K	Buy	12,046 +235	+2%	+$3.1K	0.01%	844
2022 Q3	$155K	Hold	11,811	–	–	0.01%	728
2022 Q2	$160K	Sell	11,811 -2,400	-17%	-$34.4K	0.01%	765
2022 Q1	$222K	Sell	14,211 -2,735	-16%	-$42.8K	0.01%	765
2021 Q4	$284K	Buy	+16,946	New	+$279K	0.01%	666

Other funds holding ETV

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PFP

Paragon Financial Partners Woodland Hills, California $177M AUM 20.72% 1-Year Est. Return

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

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

BWG

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

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

Ameritas Advisory Services's ETV Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2025, closing a stake of 2,380 shares — an estimated $33.9K sold.

Ameritas Advisory Services first reported a position in ETV in Q4 2021 and held it in 14 quarters. The position peaked at $284K in Q4 2021. 183 funds tracked by Wall St. Rank hold ETV as of Q4 2025.

Ameritas Advisory Services reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 2,380 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2025, an estimated $33.9K.
Ameritas Advisory Services first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2021 and held it in 14 quarters.
Ameritas Advisory Services's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $284K in Q4 2021.
183 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.