Brinker Capital Investments’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Brinker Capital Investments’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
2023 Q1	–	Sell	-69,882	Closed	-$858K	–	1588
2022 Q4	$858K	Hold	69,882	–	–	0.02%	780
2022 Q3	$919K	Hold	69,882	–	–	0.02%	747
2022 Q2	$944K	Hold	69,882	–	–	0.02%	769
2022 Q1	$1.09M	Hold	69,882	–	–	0.02%	764
2021 Q4	$1.17M	Buy	+69,882	New	+$1.15M	0.02%	759

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Brinker Capital Investments's ETV Position: Q1 2023 in Review

Brinker Capital Investments sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2023, closing a stake of 69,882 shares — an estimated $858K sold.

Brinker Capital Investments first reported a position in ETV in Q4 2021 and held it in 5 quarters. The position peaked at $1.17M in Q4 2021. 145 funds tracked by Wall St. Rank hold ETV as of Q1 2023.

Brinker Capital Investments reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2023 after selling out during the quarter.
Brinker Capital Investments sold 69,882 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2023, an estimated $858K.
Brinker Capital Investments first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2021 and held it in 5 quarters.
Brinker Capital Investments's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $1.17M in Q4 2021.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2023.

Based on Brinker Capital Investments's 13F filing for Q1 2023, filed 31 Jul 2025.