Citadel Advisors
ETV

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

Citadel 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
2025
Q3 		– Sell
-12,618
Closed -$175K – 13093
2025
Q2 		$175K Buy
+12,618
New +$166K ﹤0.01% 10805
2023
Q2 		– Sell
-11,074
Closed -$140K – 14547
2023
Q1 		$140K Sell
11,074
-8,374
-43% -$107K ﹤0.01% 10756
2022
Q4 		$239K Buy
+19,448
New +$257K ﹤0.01% 9791
2022
Q3 		– Sell
-10,658
Closed -$144K – 12880
2022
Q2 		$144K Buy
+10,658
New +$153K ﹤0.01% 11022
2022
Q1 		– Sell
-14,752
Closed -$247K – 13845
2021
Q4 		$247K Buy
+14,752
New +$243K ﹤0.01% 11396
2020
Q2 		– Sell
-10,942
Closed -$132K – 9958
2020
Q1 		$132K Buy
+10,942
New +$152K ﹤0.01% 8396

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
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return