CIBC Private Wealth Group’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

CIBC Private Wealth 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 Q4	$246K	Hold	17,162	–	–	﹤0.01%	1101
2025 Q3	$245K	Hold	17,162	–	–	﹤0.01%	1096
2025 Q2	$238K	Hold	17,162	–	–	﹤0.01%	1047
2025 Q1	$200K	Hold	17,162	–	–	﹤0.01%	1080
2024 Q4	$245K	Sell	17,162 -3,150	-16%	-$44.5K	﹤0.01%	1086
2024 Q3	$280K	Sell	20,312 -1,546	-7%	-$20.8K	﹤0.01%	1044
2024 Q2	$300K	Buy	21,858 +3,150	+17%	+$40.9K	﹤0.01%	951
2024 Q1	$242K	Buy	18,708 +1,546	+9%	+$19.7K	﹤0.01%	1049
2023 Q4	$212K	Hold	17,162	–	–	﹤0.01%	1052
2023 Q3	$205K	Hold	17,162	–	–	﹤0.01%	994
2023 Q2	$219K	Hold	17,162	–	–	﹤0.01%	820
2023 Q1	$761K	Hold	17,162	–	–	﹤0.01%	647
2022 Q4	$211K	Hold	17,162	–	–	﹤0.01%	723
2022 Q3	$226K	Hold	17,162	–	–	﹤0.01%	840
2022 Q2	$232K	Hold	17,162	–	–	﹤0.01%	856
2022 Q1	$268K	Buy	+17,162	New	+$269K	﹤0.01%	876

Other funds holding ETV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

BWG

Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIBC Private Wealth Group's ETV Position: Q4 2025 in Review

CIBC Private Wealth Group held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q4 2025 at 17,162 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

CIBC Private Wealth Group first reported a position in ETV in Q1 2022 and has held it in 16 quarters since. The position peaked at $761K in Q1 2023. 183 funds tracked by Wall St. Rank hold ETV as of Q4 2025.

CIBC Private Wealth Group held 17,162 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $246K as of Q4 2025.
CIBC Private Wealth Group left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q4 2025.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1101 holding.
CIBC Private Wealth Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2022 and has held it in 16 quarters since.
CIBC Private Wealth Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $761K in Q1 2023.
183 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.