BPA
ETV

Beacon Pointe Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Beacon Pointe 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 		$2.95M Buy
198,047
+2,325
+1% +$33.8K 0.01% 650
2026
Q1 		$2.68M Buy
195,722
+6,564
+3% +$94.4K 0.01% 650
2025
Q4 		$2.72M Buy
189,158
+3,144
+2% +$44.9K 0.02% 520
2025
Q3 		$2.65M Buy
186,014
+52,645
+39% +$734K 0.02% 484
2025
Q2 		$1.85M Buy
133,369
+10,378
+8% +$136K 0.02% 499
2025
Q1 		$1.62M Sell
122,991
-23,150
-16% -$325K 0.02% 514
2024
Q4 		$2.11M Sell
146,141
-44,226
-23% -$624K 0.02% 445
2024
Q3 		$2.63M Buy
190,367
+3,696
+2% +$49.7K 0.03% 416
2024
Q2 		$2.55M Buy
186,671
+13
+0% +$169 0.03% 430
2024
Q1 		$2.41M Buy
186,658
+2,743
+1% +$34.9K 0.03% 451
2023
Q4 		$2.27M Sell
183,915
-11,712
-6% -$142K 0.03% 451
2023
Q3 		$2.34M Buy
195,627
+24,740
+14% +$316K 0.03% 431
2023
Q2 		$2.18M Sell
170,887
-29,899
-15% -$371K 0.04% 355
2023
Q1 		$2.54M Sell
200,786
-1,725
-0.9% -$22.1K 0.04% 346
2022
Q4 		$2.49M Sell
202,511
-2,476
-1% -$32.7K 0.05% 315
2022
Q3 		$2.7M Buy
204,987
+30,751
+18% +$453K 0.06% 258
2022
Q2 		$2.35M Buy
174,236
+3,915
+2% +$56K 0.05% 303
2022
Q1 		$2.66M Buy
170,321
+11,948
+8% +$187K 0.04% 388
2021
Q4 		$2.65M Buy
158,373
+4,148
+3% +$68.4K 0.07% 214
2021
Q3 		$2.47M Buy
154,225
+138,316
+869% +$2.28M 0.06% 256
2021
Q2 		$259K Buy
+15,909
New +$255K 0.01% 705

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

Beacon Pointe Advisors's ETV Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 1.2% in Q2 2026, buying an estimated $33.8K and bringing the position to 198,047 shares worth $2.95M. The position accounts for 0.01% of the portfolio, ranked #650.

Beacon Pointe Advisors first reported a position in ETV in Q2 2021 and has held it in 21 quarters since. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Beacon Pointe Advisors held 198,047 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $2.95M as of Q2 2026.
  • Beacon Pointe Advisors bought 2,325 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $33.8K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #650 holding.
  • Beacon Pointe Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2021 and has held it in 21 quarters since.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.