BEI
ETV

Benjamin Edwards Inc’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Benjamin Edwards Inc’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
Q2 		– Sell
-1,000
Closed -$13K – 733
2024
Q1 		$13K Buy
+1,000
New +$12.7K ﹤0.01% 620

Other funds holding ETV

CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
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
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

Benjamin Edwards Inc's ETV Position: Q2 2024 in Review

Benjamin Edwards Inc sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2024, closing a stake of 1,000 shares — an estimated $13K sold.

Benjamin Edwards Inc first reported a position in ETV in Q1 2024 and held it in 1 quarter. The position peaked at $13K in Q1 2024. 156 funds tracked by Wall St. Rank hold ETV as of Q2 2024.

  • Benjamin Edwards Inc reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 1,000 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2024, an estimated $13K.
  • Benjamin Edwards Inc first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2024 and held it in 1 quarter.
  • Benjamin Edwards Inc's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $13K in Q1 2024.
  • 156 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2024.

Based on Benjamin Edwards Inc's 13F filing for Q2 2024, filed 12 Aug 2024.