Brighton Jones LLC’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Brighton Jones LLC’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
2022 Q4	–	Sell	-37,961	Closed	-$499K	–	489
2022 Q3	$499K	Buy	37,961 +1,891	+5%	+$27.8K	0.03%	240
2022 Q2	$487K	Buy	36,070 +879	+2%	+$12.6K	0.03%	253
2022 Q1	$550K	Buy	35,191 +769	+2%	+$12K	0.03%	258
2021 Q4	$576K	Buy	34,422 +708	+2%	+$11.7K	0.03%	257
2021 Q3	$539K	Buy	33,714 +701	+2%	+$11.5K	0.03%	254
2021 Q2	$537K	Buy	+33,013	New	+$529K	0.03%	246

Other funds holding ETV

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brighton Jones LLC's ETV Position: Q4 2022 in Review

Brighton Jones LLC sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2022, closing a stake of 37,961 shares — an estimated $499K sold.

Brighton Jones LLC first reported a position in ETV in Q2 2021 and held it in 6 quarters. The position peaked at $576K in Q4 2021. 152 funds tracked by Wall St. Rank hold ETV as of Q4 2022.

Brighton Jones LLC reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2022 after selling out during the quarter.
Brighton Jones LLC sold 37,961 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2022, an estimated $499K.
Brighton Jones LLC first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2021 and held it in 6 quarters.
Brighton Jones LLC's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $576K in Q4 2021.
152 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2022.

Based on Brighton Jones LLC's 13F filing for Q4 2022, filed 3 Feb 2023.