CCG
ETV

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

Capital CS Group’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
Q2 		– Sell
-10,577
Closed -$140K – 71
2025
Q1 		$140K Buy
10,577
+113
+1% +$1.59K 0.23% 44
2024
Q4 		$151K Buy
10,464
+108
+1% +$1.52K 0.2% 52
2024
Q3 		$143K Buy
10,356
+110
+1% +$1.48K 0.17% 64
2024
Q2 		$140K Buy
10,246
+127
+1% +$1.65K 0.16% 81
2024
Q1 		$131K Buy
+10,119
New +$129K 0.12% 87
2023
Q1 		– Sell
-13,439
Closed -$165K – 69
2022
Q4 		$165K Buy
13,439
+255
+2% +$3.37K 0.18% 42
2022
Q3 		$173K Buy
13,184
+253
+2% +$3.73K 0.19% 41
2022
Q2 		$175K Buy
+12,931
New +$185K 0.18% 37
2022
Q1 		– Sell
-10,237
Closed -$171K – 62
2021
Q4 		$171K Sell
10,237
-14,495
-59% -$239K 0.13% 70
2021
Q3 		$398K Buy
24,732
+8,918
+56% +$147K 0.37% 49
2021
Q2 		$257K Buy
+15,814
New +$254K 0.21% 62
2021
Q1 		– Sell
-14,168
Closed -$217K – 68
2020
Q4 		$217K Buy
+14,168
New +$205K 0.23% 42

Other funds holding ETV

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $177M AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return

Capital CS Group's ETV Position: Q2 2025 in Review

Capital CS Group sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2025, closing a stake of 10,577 shares — an estimated $140K sold.

Capital CS Group first reported a position in ETV in Q4 2020 and held it in 12 quarters. The position peaked at $398K in Q3 2021. 185 funds tracked by Wall St. Rank hold ETV as of Q2 2025.

  • Capital CS Group reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Capital CS Group sold 10,577 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2025, an estimated $140K.
  • Capital CS Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2020 and held it in 12 quarters.
  • Capital CS Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $398K in Q3 2021.
  • 185 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2025.

Based on Capital CS Group's 13F filing for Q2 2025, filed 14 Jul 2025.