AWM
ETV

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

Axxcess Wealth Management’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
2022
Q2 		– Sell
-119,617
Closed -$1.87M – 577
2022
Q1 		$1.87M Buy
119,617
+5,517
+5% +$86.3K 0.15% 124
2021
Q4 		$1.91M Buy
+114,100
New +$1.88M 0.14% 128

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Axxcess Wealth Management's ETV Position: Q2 2022 in Review

Axxcess Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2022, closing a stake of 119,617 shares — an estimated $1.87M sold.

Axxcess Wealth Management first reported a position in ETV in Q4 2021 and held it in 2 quarters. The position peaked at $1.91M in Q4 2021. 154 funds tracked by Wall St. Rank hold ETV as of Q2 2022.

  • Axxcess Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 119,617 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2022, an estimated $1.87M.
  • Axxcess Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2021 and held it in 2 quarters.
  • Axxcess Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $1.91M in Q4 2021.
  • 154 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2022.

Based on Axxcess Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.