CWC
ETV

Carolinas Wealth Consulting’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Carolinas Wealth Consulting’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
-5,808
Closed -$76.7K – 291
2025
Q1 		$76.7K Sell
5,808
-1
-0% -$14 0.02% 288
2024
Q4 		$83.7K Hold
5,809
– – 0.02% 278
2024
Q3 		$80.2K Hold
5,809
– – 0.01% 299
2024
Q2 		$79.4K Buy
5,809
+3,567
+159% +$46.3K 0.02% 294
2024
Q1 		$29K Hold
2,242
– – 0.01% 443
2023
Q4 		$27.6K Hold
2,242
– – 0.01% 406
2023
Q3 		$25.3K Buy
+2,242
New +$28.7K 0.01% 398

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

Carolinas Wealth Consulting's ETV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2025, closing a stake of 5,808 shares — an estimated $76.7K sold.

Carolinas Wealth Consulting first reported a position in ETV in Q3 2023 and held it in 7 quarters. The position peaked at $83.7K in Q4 2024. 185 funds tracked by Wall St. Rank hold ETV as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 5,808 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2025, an estimated $76.7K.
  • Carolinas Wealth Consulting first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2023 and held it in 7 quarters.
  • Carolinas Wealth Consulting's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $83.7K in Q4 2024.
  • 185 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.