AWS
ETV

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

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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
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