BRWA
ETV

B. Riley Wealth Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

B. Riley Wealth Advisors’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
2026
Q2 		$171K Sell
11,685
-737
-6% -$10.7K 0.01% 798
2026
Q1 		$163K Buy
12,422
+167
+1% +$2.4K 0.01% 746
2025
Q4 		$176K Sell
12,255
-246
-2% -$3.52K 0.01% 886
2025
Q3 		$178K Sell
12,501
-14,324
-53% -$200K 0.01% 910
2025
Q2 		$372K Buy
+26,825
New +$352K 0.02% 635
2024
Q4 		$428K Buy
29,562
+336
+1% +$4.74K 0.01% 749
2024
Q3 		$403K Sell
29,226
-42,709
-59% -$574K 0.01% 828
2024
Q2 		$985K Buy
71,935
+18,189
+34% +$236K 0.03% 544
2024
Q1 		$645K Sell
53,746
-8,600
-14% -$109K 0.02% 675
2023
Q4 		$770K Buy
62,346
+8,600
+16% +$104K 0.02% 615
2023
Q3 		$645K Buy
53,746
+192
+0.4% +$2.46K 0.02% 675
2023
Q2 		$686K Buy
53,554
+21,435
+67% +$266K 0.02% 719
2023
Q1 		$406K Sell
32,119
-413
-1% -$5.29K 0.01% 904
2022
Q4 		$400K Buy
32,532
+4,498
+16% +$59.4K 0.01% 886
2022
Q3 		$369K Buy
28,034
+7,464
+36% +$110K 0.01% 899
2022
Q2 		$278K Sell
20,570
-1,680
-8% -$24K 0.01% 905
2022
Q1 		$348K Buy
22,250
+1,379
+7% +$21.6K 0.01% 941
2021
Q4 		$350K Buy
20,871
+1,065
+5% +$17.6K 0.01% 990
2021
Q3 		$317K Sell
19,806
-3,377
-15% -$55.6K 0.01% 1009
2021
Q2 		$378K Buy
23,183
+3,932
+20% +$63.1K 0.01% 905
2021
Q1 		$299K Buy
19,251
+5,781
+43% +$88K 0.01% 1002
2020
Q4 		$207K Buy
13,470
+191
+1% +$2.77K 0.01% 910
2020
Q3 		$184K Sell
13,279
-696
-5% -$9.94K 0.01% 850
2020
Q2 		$198K Buy
13,975
+1,224
+10% +$16.5K 0.01% 774
2020
Q1 		$154K Sell
12,751
-1,016
-7% -$14.1K 0.01% 706
2019
Q4 		$206K Sell
13,767
-143
-1% -$2.13K 0.02% 749
2019
Q3 		$204K Buy
13,910
+339
+2% +$5.06K 0.02% 722
2019
Q2 		$204K Buy
13,571
+1,165
+9% +$17.3K 0.02% 714
2019
Q1 		$187K Buy
12,406
+1,076
+9% +$15.8K 0.02% 667
2018
Q4 		$153K Buy
+11,330
New +$167K 0.02% 599
2015
Q1 		– Sell
-804
Closed -$11 – 999
2014
Q4 		$11 Buy
+804
New +$11.9K ﹤0.01% 2807
2014
Q3 		– Sell
-2,583
Closed -$38.1K – 1019
2014
Q2 		$38.1K Buy
+2,583
New +$37.8K 0.01% 1150

Other funds holding ETV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

B. Riley Wealth Advisors's ETV Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 5.9% in Q2 2026, selling an estimated $10.7K and leaving 11,685 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #798.

B. Riley Wealth Advisors first reported a position in ETV in Q2 2014 and has held it in 32 quarters since. The position peaked at $985K in Q2 2024. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • B. Riley Wealth Advisors held 11,685 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $171K as of Q2 2026.
  • B. Riley Wealth Advisors sold 737 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $10.7K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #798 holding.
  • B. Riley Wealth Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2014 and has held it in 32 quarters since.
  • B. Riley Wealth Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $985K in Q2 2024.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.