CA
ETV

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

CoreCap 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
2026
Q2 		$17.2K Sell
1,157
-289
-20% -$4.2K ﹤0.01% 1864
2026
Q1 		$19.8K Sell
1,446
-1,000
-41% -$14.4K ﹤0.01% 1676
2025
Q4 		$35.1K Buy
2,446
+1,000
+69% +$14.3K ﹤0.01% 1470
2025
Q3 		$20.6K Hold
1,446
– – ﹤0.01% 1661
2025
Q2 		$20.1K Hold
1,446
– – ﹤0.01% 1615
2025
Q1 		$19.1K Hold
1,446
– – ﹤0.01% 1554
2024
Q4 		$20.8K Hold
1,446
– – ﹤0.01% 1522
2024
Q3 		$20K Sell
1,446
-742
-34% -$9.98K ﹤0.01% 1554
2024
Q2 		$29.9K Sell
2,188
-320
-13% -$4.16K ﹤0.01% 786
2024
Q1 		$32.4K Buy
+2,508
New +$31.9K ﹤0.01% 1282
2022
Q4 		$19.7K Buy
+1,608
New +$21.2K ﹤0.01% 1311
2022
Q3 		– Sell
-7,098
Closed -$96K – 996
2022
Q2 		$96K Sell
7,098
-3,000
-30% -$42.9K 0.01% 705
2022
Q1 		$158K Buy
10,098
+2,013
+25% +$31.5K 0.01% 518
2021
Q4 		$135K Buy
+8,085
New +$133K 0.01% 651

Other funds holding ETV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CoreCap Advisors's ETV Position: Q2 2026 in Review

CoreCap Advisors reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 20% in Q2 2026, selling an estimated $4.2K and leaving 1,157 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

CoreCap Advisors first reported a position in ETV in Q4 2021 and has held it in 14 quarters since. The position peaked at $158K in Q1 2022. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • CoreCap Advisors held 1,157 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $17.2K as of Q2 2026.
  • CoreCap Advisors sold 289 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $4.2K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1864 holding.
  • CoreCap Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $158K in Q1 2022.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.