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

Bellevue Asset 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
2026 Q2	$10.8K	Buy	931 +598	+180%	+$8.7K	0.01%	285
2026 Q1	$4.55K	Hold	333	–	–	﹤0.01%	328
2025 Q4	$4.79K	Hold	333	–	–	﹤0.01%	346
2025 Q3	$4.75K	Hold	333	–	–	﹤0.01%	349
2025 Q2	$4.62K	Hold	333	–	–	﹤0.01%	348
2025 Q1	$4.4K	Hold	333	–	–	﹤0.01%	337
2024 Q4	$4.8K	Hold	333	–	–	﹤0.01%	354
2024 Q3	$4.59K	Hold	333	–	–	﹤0.01%	326
2024 Q2	$4.55K	Hold	333	–	–	﹤0.01%	328
2024 Q1	$4.31K	Hold	333	–	–	﹤0.01%	327
2023 Q4	$4.11K	Hold	333	–	–	﹤0.01%	322
2023 Q3	$3.99K	Hold	333	–	–	﹤0.01%	309
2023 Q2	$4.25K	Hold	333	–	–	﹤0.01%	323
2023 Q1	$4.21K	Hold	333	–	–	﹤0.01%	325
2022 Q4	$4.05K	Hold	333	–	–	﹤0.01%	329
2022 Q3	$4K	Hold	333	–	–	﹤0.01%	326
2022 Q2	$5K	Hold	333	–	–	﹤0.01%	323
2022 Q1	$5K	Hold	333	–	–	﹤0.01%	350
2021 Q4	$6K	Hold	333	–	–	﹤0.01%	348
2021 Q3	$5K	Hold	333	–	–	﹤0.01%	380
2021 Q2	$5K	Hold	333	–	–	﹤0.01%	378
2021 Q1	$5K	Hold	333	–	–	﹤0.01%	419
2020 Q4	$5K	Hold	333	–	–	﹤0.01%	419
2020 Q3	$5K	Hold	333	–	–	﹤0.01%	382
2020 Q2	$5K	Hold	333	–	–	0.01%	391
2020 Q1	$4K	Hold	333	–	–	﹤0.01%	410
2019 Q4	$5K	Buy	+333	New	+$4.97K	﹤0.01%	354

Other funds holding ETV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bellevue Asset Management's ETV Position: Q2 2026 in Review

Bellevue Asset Management increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 180% in Q2 2026, buying an estimated $8.7K and bringing the position to 931 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #285.

Bellevue Asset Management first reported a position in ETV in Q4 2019 and has held it in 27 quarters since. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

Bellevue Asset Management held 931 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $10.8K as of Q2 2026.
Bellevue Asset Management bought 598 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $8.7K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #285 holding.
Bellevue Asset Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2019 and has held it in 27 quarters since.
192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.