Cerity Partners’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Cerity Partners’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 Q1	–	Sell	-18,340	Closed	-$264K	–	2518
2024 Q4	$264K	Hold	18,340	–	–	﹤0.01%	2099
2024 Q3	$253K	Buy	+18,340	New	+$247K	﹤0.01%	2179
2024 Q1	–	Sell	-18,999	Closed	-$234K	–	2300
2023 Q4	$234K	Buy	+18,999	New	+$230K	﹤0.01%	1651
2023 Q1	–	Sell	-17,670	Closed	-$217K	–	1863
2022 Q4	$217K	Buy	+17,670	New	+$233K	﹤0.01%	1299

Other funds holding ETV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cerity Partners's ETV Position: Q1 2025 in Review

Cerity Partners sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2025, closing a stake of 18,340 shares — an estimated $264K sold.

Cerity Partners first reported a position in ETV in Q4 2022 and held it in 4 quarters. The position peaked at $264K in Q4 2024. 177 funds tracked by Wall St. Rank hold ETV as of Q1 2025.

Cerity Partners reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Cerity Partners sold 18,340 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2025, an estimated $264K.
Cerity Partners first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2022 and held it in 4 quarters.
Cerity Partners's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $264K in Q4 2024.
177 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2025.

Based on Cerity Partners's 13F filing for Q1 2025, filed 30 Apr 2025.