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

Corient Private Wealth’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 Q1	$371K	Sell	27,175 -15,859	-37%	-$228K	﹤0.01%	2201
2025 Q4	$618K	Buy	43,034 +24,859	+137%	+$355K	﹤0.01%	2186
2025 Q3	$259K	Hold	18,175	–	–	﹤0.01%	2208
2025 Q2	$252K	Hold	18,175	–	–	﹤0.01%	2097
2025 Q1	$240K	Hold	18,175	–	–	﹤0.01%	1968
2024 Q4	$262K	Hold	18,175	–	–	﹤0.01%	1967
2024 Q3	$251K	Buy	18,175 +700	+4%	+$9.41K	﹤0.01%	2106
2024 Q2	$239K	Hold	17,475	–	–	﹤0.01%	2028
2024 Q1	$226K	Sell	17,475 -125	-0.7%	-$1.59K	﹤0.01%	2036
2023 Q4	$217K	Buy	17,600 +500	+3%	+$6.05K	﹤0.01%	2033
2023 Q3	$205K	Buy	17,100 +125	+0.7%	+$1.6K	﹤0.01%	1910
2023 Q2	$217K	Hold	16,975	–	–	﹤0.01%	1837
2023 Q1	$214K	Buy	+16,975	New	+$217K	﹤0.01%	1767

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

Corient Private Wealth's ETV Position: Q1 2026 in Review

Corient Private Wealth reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 37% in Q1 2026, selling an estimated $228K and leaving 27,175 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

Corient Private Wealth first reported a position in ETV in Q1 2023 and has held it in 13 quarters since. The position peaked at $618K in Q4 2025. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

Corient Private Wealth held 27,175 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $371K as of Q1 2026.
Corient Private Wealth sold 15,859 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $228K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2201 holding.
Corient Private Wealth first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2023 and has held it in 13 quarters since.
Corient Private Wealth's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $618K in Q4 2025.
181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.