CAPTRUST Financial Advisors
ETV

CAPTRUST Financial Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

CAPTRUST Financial 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 		$262K Buy
+17,633
New +$257K ﹤0.01% 2690
2014
Q2 		– Sell
-1,711
Closed -$24K – 165
2014
Q1 		$24K Buy
+1,711
New +$24K 0.01% 121

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

CAPTRUST Financial Advisors's ETV Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2026: 17,633 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #2690 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in ETV as recently as Q1 2014.

CAPTRUST Financial Advisors first reported a position in ETV in Q1 2014 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • CAPTRUST Financial Advisors held 17,633 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $262K as of Q2 2026.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2690 holding.
  • CAPTRUST Financial Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2014 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.