Comprehensive Financial Consultants Institutional’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022 Q1	–	Sell	-593	Closed	-$9K	–	241
2021 Q4	$9K	Buy	+593	New	+$9.78K	0.01%	347

Other funds holding ETV

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's ETV Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2022, closing a stake of 593 shares — an estimated $9K sold.

Comprehensive Financial Consultants Institutional first reported a position in ETV in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 160 funds tracked by Wall St. Rank hold ETV as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 593 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2022, an estimated $9K.
Comprehensive Financial Consultants Institutional first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $9K in Q4 2021.
160 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.