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

Concord Wealth 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 Q4	–	Sell	-336	Closed	-$4.79K	–	862
2025 Q3	$4.79K	Buy	336 +207	+160%	+$2.89K	﹤0.01%	632
2025 Q2	$1.79K	Hold	129	–	–	﹤0.01%	727
2025 Q1	$1.7K	Buy	+129	New	+$1.81K	﹤0.01%	690
2023 Q1	–	Sell	-160	Closed	-$1.97K	–	1060
2022 Q4	$1.97K	Buy	+160	New	+$2.11K	﹤0.01%	937
2022 Q3	–	Sell	-160	Closed	-$2K	–	456
2022 Q2	$2K	Hold	160	–	–	﹤0.01%	1017
2022 Q1	$2K	Hold	160	–	–	﹤0.01%	1090
2021 Q4	$3K	Buy	+160	New	+$2.64K	﹤0.01%	1043

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

Concord Wealth Partners's ETV Position: Q4 2025 in Review

Concord Wealth Partners sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2025, closing a stake of 336 shares — an estimated $4.79K sold.

Concord Wealth Partners first reported a position in ETV in Q4 2021 and held it in 7 quarters. The position peaked at $4.79K in Q3 2025. 183 funds tracked by Wall St. Rank hold ETV as of Q4 2025.

Concord Wealth Partners reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Concord Wealth Partners sold 336 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2025, an estimated $4.79K.
Concord Wealth Partners first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2021 and held it in 7 quarters.
Concord Wealth Partners's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $4.79K in Q3 2025.
183 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.