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

Balanced Wealth Group’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 Q1	$8.3M	Buy	606,954 +34,974	+6%	+$503K	2.97%	12
2025 Q4	$8.15M	Buy	571,980 +16,004	+3%	+$229K	2.98%	12
2025 Q3	$7.67M	Sell	555,976 -2,538	-0.5%	-$35.4K	3.37%	10
2025 Q2	$7.7M	Buy	558,514 +17,092	+3%	+$224K	3.34%	10
2025 Q1	$7.15M	Sell	541,422 -4,352	-0.8%	-$61.2K	3.46%	10
2024 Q4	$7.87M	Buy	545,774 +21,822	+4%	+$308K	3.53%	10
2024 Q3	$7.22M	Buy	523,952 +23,422	+5%	+$315K	3.2%	11
2024 Q2	$6.48M	Buy	500,530 +11,265	+2%	+$146K	2.95%	11
2024 Q1	$6.09M	Buy	489,265 +65,220	+15%	+$830K	2.71%	11
2023 Q4	$5.23M	Buy	+424,045	New	+$5.13M	2.72%	11

Other funds holding ETV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PFP

Paragon Financial Partners Woodland Hills, California $177M AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Balanced Wealth Group's ETV Position: Q1 2026 in Review

Balanced Wealth Group increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 6.1% in Q1 2026, buying an estimated $503K and bringing the position to 606,954 shares worth $8.3M. The position accounts for 2.97% of the portfolio, ranked #12.

Balanced Wealth Group first reported a position in ETV in Q4 2023 and has held it in 10 quarters since. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

Balanced Wealth Group held 606,954 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $8.3M as of Q1 2026.
Balanced Wealth Group bought 34,974 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $503K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 2.97% of Balanced Wealth Group's portfolio in Q1 2026, its #12 holding.
Balanced Wealth Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2023 and has held it in 10 quarters since.
181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Balanced Wealth Group's 13F filing for Q1 2026, filed 23 Apr 2026.