AWA
ETV

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

Arkadios Wealth 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
2026
Q1 		$140K Hold
10,260
– – ﹤0.01% 1601
2025
Q4 		$147K Sell
10,260
-48,506
-83% -$693K ﹤0.01% 1480
2025
Q3 		$837K Hold
58,766
– – 0.02% 717
2025
Q2 		$815K Hold
58,766
– – 0.02% 646
2025
Q1 		$776K Hold
58,766
– – 0.03% 547
2024
Q4 		$847K Buy
58,766
+30,308
+107% +$428K 0.05% 371
2024
Q3 		$393K Hold
28,458
– – 0.02% 632
2024
Q2 		$389K Sell
28,458
-10,814
-28% -$141K 0.03% 550
2024
Q1 		$508K Sell
39,272
-176
-0.4% -$2.24K 0.04% 375
2023
Q4 		$486K Sell
39,448
-1,138
-3% -$13.8K 0.04% 373
2023
Q3 		$486K Sell
40,586
-1,318
-3% -$16.9K 0.05% 346
2023
Q2 		$536K Sell
41,904
-17,022
-29% -$211K 0.06% 285
2023
Q1 		$744K Sell
58,926
-2,599
-4% -$33.3K 0.09% 232
2022
Q4 		$756K Sell
61,525
-10,953
-15% -$145K 0.1% 208
2022
Q3 		$953K Sell
72,478
-57,586
-44% -$848K 0.14% 161
2022
Q2 		$1.76M Buy
130,064
+960
+0.7% +$13.7K 0.26% 108
2022
Q1 		$2.02M Sell
129,104
-79,855
-38% -$1.25M 0.26% 97
2021
Q4 		$3.5M Sell
208,959
-42,548
-17% -$701K 0.46% 48
2021
Q3 		$4.02M Sell
251,507
-10,872
-4% -$179K 0.58% 31
2021
Q2 		$4.27M Buy
262,379
+198,847
+313% +$3.19M 0.52% 37
2021
Q1 		$984K Buy
63,532
+519
+0.8% +$7.9K 0.16% 154
2020
Q4 		$967K Buy
+63,013
New +$913K 0.2% 119
2020
Q2 		– Sell
-239,331
Closed -$2.89M – 1008
2020
Q1 		$2.89M Sell
239,331
-3,318
-1% -$46.2K 1.84% 7
2019
Q4 		$3.71M Buy
+242,649
New +$3.62M 2.22% 6

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
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arkadios Wealth Advisors's ETV Position: Q1 2026 in Review

Arkadios Wealth Advisors held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q1 2026 at 10,260 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Arkadios Wealth Advisors first reported a position in ETV in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.27M in Q2 2021. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

  • Arkadios Wealth Advisors held 10,260 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $140K as of Q1 2026.
  • Arkadios Wealth Advisors left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q1 2026.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1601 holding.
  • Arkadios Wealth Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2019 and has held it in 24 quarters since.
  • Arkadios Wealth Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $4.27M in Q2 2021.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.