AFS
ETV

Anderson Financial Strategies’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Anderson Financial Strategies’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
Q2 		– Sell
-13,226
Closed -$175K – 88
2025
Q1 		$175K Hold
13,226
– – 0.11% 58
2024
Q4 		$191K Buy
+13,226
New +$187K 0.11% 41

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return

Anderson Financial Strategies's ETV Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2025, closing a stake of 13,226 shares — an estimated $175K sold.

Anderson Financial Strategies first reported a position in ETV in Q4 2024 and held it in 2 quarters. The position peaked at $191K in Q4 2024. 185 funds tracked by Wall St. Rank hold ETV as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 13,226 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2025, an estimated $175K.
  • Anderson Financial Strategies first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $191K in Q4 2024.
  • 185 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.