BWS
ETV

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

BCR Wealth Strategies’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
2024
Q3 		– Sell
-16,035
Closed -$219K – 29
2024
Q2 		$219K Buy
+16,035
New +$208K 0.14% 28

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return

BCR Wealth Strategies's ETV Position: Q3 2024 in Review

BCR Wealth Strategies sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2024, closing a stake of 16,035 shares — an estimated $219K sold.

BCR Wealth Strategies first reported a position in ETV in Q2 2024 and held it in 1 quarter. The position peaked at $219K in Q2 2024. 165 funds tracked by Wall St. Rank hold ETV as of Q3 2024.

  • BCR Wealth Strategies reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • BCR Wealth Strategies sold 16,035 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2024, an estimated $219K.
  • BCR Wealth Strategies first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2024 and held it in 1 quarter.
  • BCR Wealth Strategies's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $219K in Q2 2024.
  • 165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2024.

Based on BCR Wealth Strategies's 13F filing for Q3 2024, filed 18 Oct 2024.