AAP
ETV

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

Arax Advisory Partners’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
2024
Q1 		– Sell
-66
Closed -$814 – 1337
2023
Q4 		$814 Buy
+66
New +$798 ﹤0.01% 1160

Other funds holding ETV

CA
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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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PS
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

Arax Advisory Partners's ETV Position: Q1 2024 in Review

Arax Advisory Partners sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2024, closing a stake of 66 shares — an estimated $814 sold.

Arax Advisory Partners first reported a position in ETV in Q4 2023 and held it in 1 quarter. The position peaked at $814 in Q4 2023. 153 funds tracked by Wall St. Rank hold ETV as of Q1 2024.

  • Arax Advisory Partners reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Arax Advisory Partners sold 66 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2024, an estimated $814.
  • Arax Advisory Partners first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2023 and held it in 1 quarter.
  • Arax Advisory Partners's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $814 in Q4 2023.
  • 153 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2024.

Based on Arax Advisory Partners's 13F filing for Q1 2024, filed 14 May 2024.