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

Belpointe 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	$304K	Sell	20,397 -2,017	-9%	-$29.3K	0.01%	894
2026 Q1	$306K	Sell	22,414 -1,272	-5%	-$18.3K	0.01%	857
2025 Q4	$340K	Buy	23,686 +546	+2%	+$7.8K	0.01%	789
2025 Q3	$330K	Buy	23,140 +2,095	+10%	+$29.2K	0.01%	766
2025 Q2	$292K	Sell	21,045 -3,053	-13%	-$40K	0.01%	756
2025 Q1	$318K	Buy	+24,098	New	+$339K	0.02%	704
2024 Q4	–	Sell	-10,181	Closed	-$140K	–	891
2024 Q3	$140K	Buy	+10,181	New	+$137K	0.01%	826
2023 Q2	–	Sell	-8,305	Closed	-$105K	–	1420
2023 Q1	$105K	Hold	8,305	–	–	0.01%	1273
2022 Q4	$102K	Buy	+8,305	New	+$110K	0.01%	1220

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

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

Belpointe Asset Management reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 9% in Q2 2026, selling an estimated $29.3K and leaving 20,397 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #894.

Belpointe Asset Management first reported a position in ETV in Q4 2022 and has held it in 9 quarters since. The position peaked at $340K in Q4 2025. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

Belpointe Asset Management held 20,397 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $304K as of Q2 2026.
Belpointe Asset Management sold 2,017 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $29.3K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #894 holding.
Belpointe Asset Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2022 and has held it in 9 quarters since.
Belpointe Asset Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $340K in Q4 2025.
192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.