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 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

Avantax Advisory Services's ETV Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2025: 14,429 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #2212 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in ETV as recently as Q4 2023.

Avantax Advisory Services first reported a position in ETV in Q1 2022 and has held it in 9 quarters since. The position peaked at $829K in Q1 2022. 185 funds tracked by Wall St. Rank hold ETV as of Q2 2025.

Avantax Advisory Services held 14,429 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $200K as of Q2 2025.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund was a new Avantax Advisory Services position in Q2 2025.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2212 holding.
Avantax Advisory Services first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2022 and has held it in 9 quarters since.
Avantax Advisory Services's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $829K in Q1 2022.
185 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.