AAS
ETV

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

Avantax Advisory Services’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 		$200K Buy
+14,429
New +$189K ﹤0.01% 2212
2024
Q1 		– Sell
-18,860
Closed -$233K – 1679
2023
Q4 		$233K Sell
18,860
-5,100
-21% -$61.7K ﹤0.01% 1385
2023
Q3 		$287K Sell
23,960
-1,154
-5% -$14.8K ﹤0.01% 1221
2023
Q2 		$321K Sell
25,114
-3,215
-11% -$39.9K ﹤0.01% 1151
2023
Q1 		$358K Sell
28,329
-6,328
-18% -$81K ﹤0.01% 1058
2022
Q4 		$426K Sell
34,657
-5,527
-14% -$73K 0.01% 936
2022
Q3 		$528K Sell
40,184
-602
-1% -$8.86K 0.01% 749
2022
Q2 		$551K Sell
40,786
-12,258
-23% -$175K 0.01% 745
2022
Q1 		$829K Buy
+53,044
New +$830K 0.01% 605

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 $376B 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 $12.6B 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 $176M 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 $564B AUM 30.12% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return