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

Atria Wealth Solutions’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	$410K	Buy	29,590 +18,590	+169%	+$244K	0.01%	1009
2025 Q1	$145K	Sell	11,000 -1,166	-10%	-$16.4K	﹤0.01%	1767
2024 Q4	$175K	Buy	12,166 +1,738	+17%	+$24.5K	﹤0.01%	1855
2024 Q3	$144K	Buy	10,428 +18	+0.2%	+$242	﹤0.01%	1831
2024 Q2	$142K	Sell	10,410 -25,867	-71%	-$336K	﹤0.01%	1823
2024 Q1	$469K	Buy	36,277 +10,383	+40%	+$132K	0.01%	1302
2023 Q4	$319K	Buy	25,894 +9,125	+54%	+$110K	﹤0.01%	1456
2023 Q3	$201K	Sell	16,769 -59,660	-78%	-$763K	﹤0.01%	1705
2023 Q2	$978K	Buy	76,429 +27,696	+57%	+$344K	0.01%	842
2023 Q1	$615K	Buy	48,733 +4,055	+9%	+$51.9K	0.01%	1019
2022 Q4	$549K	Buy	44,678 +16,779	+60%	+$222K	0.01%	1032
2022 Q3	$367K	Buy	27,899 +3,040	+12%	+$44.8K	0.01%	1186
2022 Q2	$336K	Buy	24,859 +1,914	+8%	+$27.4K	0.01%	1149
2022 Q1	$358K	Buy	+22,945	New	+$359K	0.01%	1236

Other funds holding ETV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PFP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BWG

Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

Atria Wealth Solutions's ETV Position: Q2 2025 in Review

Atria Wealth Solutions increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 169% in Q2 2025, buying an estimated $244K and bringing the position to 29,590 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #1009.

Atria Wealth Solutions first reported a position in ETV in Q1 2022 and has held it in 14 quarters since. The position peaked at $978K in Q2 2023. 185 funds tracked by Wall St. Rank hold ETV as of Q2 2025.

Atria Wealth Solutions held 29,590 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $410K as of Q2 2025.
Atria Wealth Solutions bought 18,590 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2025, an estimated $244K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1009 holding.
Atria Wealth Solutions first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $978K in Q2 2023.
185 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.