CJ
ETV

Caitlin John’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Caitlin John’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
-451
Closed -$5.83K – 891
2024
Q1 		$5.83K Hold
451
– – ﹤0.01% 544
2023
Q4 		$5.56K Buy
+451
New +$5.46K ﹤0.01% 531

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

Caitlin John's ETV Position: Q2 2024 in Review

Caitlin John sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2024, closing a stake of 451 shares — an estimated $5.83K sold.

Caitlin John first reported a position in ETV in Q4 2023 and held it in 2 quarters. The position peaked at $5.83K in Q1 2024. 156 funds tracked by Wall St. Rank hold ETV as of Q2 2024.

  • Caitlin John reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Caitlin John sold 451 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2024, an estimated $5.83K.
  • Caitlin John first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2023 and held it in 2 quarters.
  • Caitlin John's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $5.83K 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 Caitlin John's 13F filing for Q2 2024, filed 27 Jan 2025.