Cambridge Investment Research Advisors
ETV

Cambridge Investment Research Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Cambridge Investment Research Advisors’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
2026
Q2 		$4M Buy
268,687
+9,321
+4% +$136K 0.01% 1171
2026
Q1 		$3.55M Buy
259,366
+2,818
+1% +$40.5K 0.01% 1182
2025
Q4 		$3.68M Buy
256,548
+4,399
+2% +$62.9K 0.01% 1096
2025
Q3 		$3.59M Buy
252,149
+13,828
+6% +$193K 0.01% 1099
2025
Q2 		$3.31M Sell
238,321
-33,918
-12% -$445K 0.01% 1095
2025
Q1 		$3.6M Buy
272,239
+3,145
+1% +$44.2K 0.01% 975
2024
Q4 		$3.88M Buy
269,094
+11,794
+5% +$166K 0.01% 947
2024
Q3 		$3.55M Buy
257,300
+1,299
+0.5% +$17.5K 0.01% 992
2024
Q2 		$3.5M Sell
256,001
-2,988
-1% -$38.8K 0.01% 951
2024
Q1 		$3.35M Buy
258,989
+5,692
+2% +$72.4K 0.01% 972
2023
Q4 		$3.12M Buy
253,297
+3,326
+1% +$40.2K 0.01% 952
2023
Q3 		$2.99M Buy
249,971
+7,636
+3% +$97.7K 0.01% 924
2023
Q2 		$3.1M Buy
242,335
+4,630
+2% +$57.5K 0.01% 902
2023
Q1 		$3M Sell
237,705
-1,350
-0.6% -$17.3K 0.01% 899
2022
Q4 		$2.94M Buy
239,055
+3,123
+1% +$41.3K 0.02% 873
2022
Q3 		$3.1M Sell
235,932
-3,745
-2% -$55.1K 0.02% 803
2022
Q2 		$3.24M Buy
239,677
+11,284
+5% +$162K 0.02% 803
2022
Q1 		$3.57M Buy
228,393
+16,218
+8% +$254K 0.02% 815
2021
Q4 		$3.55M Buy
212,175
+13,775
+7% +$227K 0.02% 824
2021
Q3 		$3.17M Sell
198,400
-8,186
-4% -$135K 0.02% 843
2021
Q2 		$3.36M Buy
206,586
+14,846
+8% +$238K 0.02% 828
2021
Q1 		$2.97M Sell
191,740
-8,885
-4% -$135K 0.02% 809
2020
Q4 		$3.08M Buy
200,625
+26,631
+15% +$386K 0.02% 705
2020
Q3 		$2.41M Buy
173,994
+2,652
+2% +$37.9K 0.02% 718
2020
Q2 		$2.42M Buy
171,342
+3,851
+2% +$51.9K 0.02% 691
2020
Q1 		$2.02M Buy
167,491
+13,377
+9% +$186K 0.02% 661
2019
Q4 		$2.3M Buy
154,114
+9,884
+7% +$147K 0.02% 734
2019
Q3 		$2.11M Sell
144,230
-8,554
-6% -$128K 0.02% 726
2019
Q2 		$2.29M Sell
152,784
-70,434
-32% -$1.05M 0.02% 668
2019
Q1 		$3.35M Sell
223,218
-804
-0.4% -$11.8K 0.03% 515
2018
Q4 		$3.02M Buy
224,022
+37,934
+20% +$558K 0.03% 483
2018
Q3 		$3M Buy
186,088
+47,389
+34% +$756K 0.03% 533
2018
Q2 		$2.14M Buy
138,699
+33,223
+31% +$506K 0.02% 627
2018
Q1 		$1.57M Buy
105,476
+4,689
+5% +$71.8K 0.02% 721
2017
Q4 		$1.55M Sell
100,787
-3,899
-4% -$59.4K 0.02% 688
2017
Q3 		$1.6M Sell
104,686
-3,068
-3% -$47.1K 0.02% 611
2017
Q2 		$1.64M Sell
107,754
-2,699
-2% -$41.6K 0.02% 593
2017
Q1 		$1.68M Buy
110,453
+2,129
+2% +$32.4K 0.03% 503
2016
Q4 		$1.61M Buy
108,324
+2,650
+3% +$39.2K 0.03% 501
2016
Q3 		$1.59M Sell
105,674
-917
-0.9% -$13.6K 0.03% 495
2016
Q2 		$1.57M Buy
106,591
+8,010
+8% +$118K 0.03% 435
2016
Q1 		$1.45M Buy
98,581
+7,634
+8% +$109K 0.03% 433
2015
Q4 		$1.39M Buy
90,947
+1,371
+2% +$20.6K 0.03% 449
2015
Q3 		$1.27M Sell
89,576
-2,605
-3% -$38.4K 0.04% 412
2015
Q2 		$1.37M Buy
92,181
+11,960
+15% +$181K 0.04% 412
2015
Q1 		$1.2M Buy
80,221
+8,652
+12% +$126K 0.03% 445
2014
Q4 		$1.01M Buy
71,569
+8,195
+13% +$121K 0.03% 475
2014
Q3 		$940K Buy
63,374
+19,505
+44% +$293K 0.03% 549
2014
Q2 		$647K Buy
43,869
+13,393
+44% +$196K 0.02% 621
2014
Q1 		$433K Buy
+30,476
New +$428K 0.02% 783

Other funds holding ETV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors's ETV Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 3.6% in Q2 2026, buying an estimated $136K and bringing the position to 268,687 shares worth $4M. The position accounts for 0.01% of the portfolio, ranked #1171.

Cambridge Investment Research Advisors first reported a position in ETV in Q1 2014 and has held it in 50 quarters since. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Cambridge Investment Research Advisors held 268,687 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $4M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 9,321 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $136K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1171 holding.
  • Cambridge Investment Research Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2014 and has held it in 50 quarters since.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.