AC
ETV

Avory & Company’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Avory & Company’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
Q4 		– Sell
-30,308
Closed -$432K – 43
2025
Q3 		$432K Hold
30,308
– – 0.26% 20
2025
Q2 		$420K Hold
30,308
– – 0.26% 20
2025
Q1 		$400K Hold
30,308
– – 0.26% 21
2024
Q4 		$437K Hold
30,308
– – 0.24% 21
2024
Q3 		$418K Hold
30,308
– – 0.25% 21
2024
Q2 		$414K Hold
30,308
– – 0.29% 21
2024
Q1 		$392K Hold
30,308
– – 0.27% 21
2023
Q4 		$374K Hold
30,308
– – 0.26% 22
2023
Q3 		$363K Hold
30,308
– – 0.31% 20
2023
Q2 		$387K Hold
30,308
– – 0.3% 24
2023
Q1 		$383K Hold
30,308
– – 0.26% 22
2022
Q4 		$372K Hold
30,308
– – 0.3% 22
2022
Q3 		$399K Hold
30,308
– – 0.34% 20
2022
Q2 		$409K Hold
30,308
– – 0.35% 20
2022
Q1 		$473K Buy
+30,308
New +$474K 0.3% 21

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avory & Company's ETV Position: Q4 2025 in Review

Avory & Company sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2025, closing a stake of 30,308 shares — an estimated $432K sold.

Avory & Company first reported a position in ETV in Q1 2022 and held it in 15 quarters. The position peaked at $473K in Q1 2022. 183 funds tracked by Wall St. Rank hold ETV as of Q4 2025.

  • Avory & Company reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Avory & Company sold 30,308 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2025, an estimated $432K.
  • Avory & Company first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2022 and held it in 15 quarters.
  • Avory & Company's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $473K in Q1 2022.
  • 183 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2025.

Based on Avory & Company's 13F filing for Q4 2025, filed 24 Feb 2026.