Carson Wealth (CWM LLC)
ETV

Carson Wealth (CWM LLC)’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$52.7K Buy
3,858
+3,000
+350% +$43.2K ﹤0.01% 3784
2025
Q4 		$12K Buy
858
+228
+36% +$3.26K ﹤0.01% 4448
2025
Q3 		$9K Hold
630
– – ﹤0.01% 4516
2025
Q2 		$9K Hold
630
– – ﹤0.01% 4347
2025
Q1 		$8K Sell
630
-70
-10% -$984 ﹤0.01% 4209
2024
Q4 		$10K Hold
700
– – ﹤0.01% 3856
2024
Q3 		$10K Hold
700
– – ﹤0.01% 3776
2024
Q2 		$10K Hold
700
– – ﹤0.01% 3534
2024
Q1 		$9K Hold
700
– – ﹤0.01% 3387
2023
Q4 		$9K Sell
700
-294
-30% -$3.56K ﹤0.01% 3236
2023
Q3 		$12K Buy
994
+294
+42% +$3.76K ﹤0.01% 3034
2023
Q2 		$9K Hold
700
– – ﹤0.01% 3130
2023
Q1 		$9K Hold
700
– – ﹤0.01% 3001
2022
Q4 		$9K Hold
700
– – ﹤0.01% 2843
2022
Q3 		$9K Hold
700
– – ﹤0.01% 2742
2022
Q2 		$9K Hold
700
– – ﹤0.01% 2628
2022
Q1 		$11K Hold
700
– – ﹤0.01% 2411
2021
Q4 		$12K Buy
+700
New +$11.5K ﹤0.01% 2238
2021
Q2 		$25K Hold
1,517
– – ﹤0.01% 1688
2021
Q1 		$25K Hold
1,517
– – ﹤0.01% 1688
2020
Q4 		$25K Hold
1,517
– – ﹤0.01% 1688
2020
Q3 		$25K Hold
1,517
– – ﹤0.01% 1688
2020
Q2 		$25K Hold
1,517
– – ﹤0.01% 1688
2020
Q1 		$25K Hold
1,517
– – ﹤0.01% 1687
2019
Q4 		$25K Hold
1,517
– – ﹤0.01% 1687
2019
Q3 		$25K Hold
1,517
– – ﹤0.01% 1687
2019
Q2 		$25K Hold
1,517
– – ﹤0.01% 1687
2019
Q1 		$25K Sell
1,517
-1,051
-41% -$15.4K ﹤0.01% 1687
2018
Q4 		$35K Buy
+2,568
New +$37.8K ﹤0.01% 970
2018
Q3 		– Sell
-975
Closed -$15K – 1879
2018
Q2 		$15K Buy
+975
New +$14.9K ﹤0.01% 895
2016
Q4 		– Sell
-500
Closed -$8K – 1121
2016
Q3 		$8K Buy
+500
New +$7.44K ﹤0.01% 739

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $1.37T AUM 24.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ETV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 350% in Q1 2026, buying an estimated $43.2K and bringing the position to 3,858 shares worth $52.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3784.

Carson Wealth (CWM LLC) first reported a position in ETV in Q3 2016 and has held it in 31 quarters since. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,858 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $52.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,000 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $43.2K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3784 holding.
  • Carson Wealth (CWM LLC) first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2016 and has held it in 31 quarters since.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.