BWM
ETV

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

Birchcreek Wealth 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
2025
Q1 		– Sell
-12,593
Closed -$181K – 118
2024
Q4 		$181K Hold
12,593
– – 0.11% 120
2024
Q3 		$174K Hold
12,593
– – 0.11% 116
2024
Q2 		$172K Hold
12,593
– – 0.1% 150
2024
Q1 		$163K Hold
12,593
– – 0.09% 155
2023
Q4 		$155K Hold
12,593
– – 0.09% 136
2023
Q3 		$151K Sell
12,593
-2,741
-18% -$35.1K 0.1% 131
2023
Q2 		$196K Sell
15,334
-13,570
-47% -$168K 0.14% 131
2023
Q1 		$365K Buy
28,904
+170
+0.6% +$2.18K 0.29% 86
2022
Q4 		$353K Buy
28,734
+3,062
+12% +$40.5K 0.31% 79
2022
Q3 		$338K Buy
25,672
+100
+0.4% +$1.47K 0.31% 75
2022
Q2 		$345K Hold
25,572
– – 0.31% 72
2022
Q1 		$399K Buy
25,572
+209
+0.8% +$3.27K 0.35% 63
2021
Q4 		$425K Sell
25,363
-511
-2% -$8.43K 0.37% 59
2021
Q3 		$414K Sell
25,874
-149
-0.6% -$2.45K 0.39% 61
2021
Q2 		$424K Buy
26,023
+2,049
+9% +$32.9K 0.41% 56
2021
Q1 		$371K Buy
23,974
+1,600
+7% +$24.4K 0.39% 63
2020
Q4 		$343K Buy
+22,374
New +$324K 0.34% 68

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

Birchcreek Wealth Management's ETV Position: Q1 2025 in Review

Birchcreek Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2025, closing a stake of 12,593 shares — an estimated $181K sold.

Birchcreek Wealth Management first reported a position in ETV in Q4 2020 and held it in 17 quarters. The position peaked at $425K in Q4 2021. 177 funds tracked by Wall St. Rank hold ETV as of Q1 2025.

  • Birchcreek Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Birchcreek Wealth Management sold 12,593 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2025, an estimated $181K.
  • Birchcreek Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2020 and held it in 17 quarters.
  • Birchcreek Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $425K in Q4 2021.
  • 177 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2025.

Based on Birchcreek Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.