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

Cornerstone 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 Q1	–	Sell	-60,214	Closed	-$865K	–	124
2025 Q4	$865K	Sell	60,214 -256,381	-81%	-$3.67M	0.03%	153
2025 Q3	$4.51M	Buy	316,595 +151,443	+92%	+$2.11M	0.15%	124
2025 Q2	$2.29M	Sell	165,152 -87,467	-35%	-$1.15M	0.08%	170
2025 Q1	$3.34M	Sell	252,619 -591,244	-70%	-$8.31M	0.14%	149
2024 Q4	$12.2M	Sell	843,863 -368,973	-30%	-$5.21M	0.48%	43
2024 Q3	$16.7M	Sell	1,212,836 -852,112	-41%	-$11.5M	0.66%	33
2024 Q2	$28.2M	Hold	2,064,948	–	–	1.15%	16
2024 Q1	$26.7M	Buy	2,064,948 +437,703	+27%	+$5.57M	1.11%	16
2023 Q4	$20.1M	Buy	1,627,245 +679,028	+72%	+$8.21M	0.88%	22
2023 Q3	$11.4M	Buy	948,217 +567,824	+149%	+$7.26M	0.53%	40
2023 Q2	$4.86M	Buy	+380,393	New	+$4.72M	0.23%	114

Other funds holding ETV

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $187M AUM 20.83% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

BWG

Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

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

Cornerstone Advisors's ETV Position: Q1 2026 in Review

Cornerstone Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2026, closing a stake of 60,214 shares — an estimated $865K sold.

Cornerstone Advisors first reported a position in ETV in Q2 2023 and held it in 11 quarters. The position peaked at $28.2M in Q2 2024. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

Cornerstone Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2026 after selling out during the quarter.
Cornerstone Advisors sold 60,214 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $865K.
Cornerstone Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2023 and held it in 11 quarters.
Cornerstone Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $28.2M in Q2 2024.
181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Cornerstone Advisors's 13F filing for Q1 2026, filed 8 May 2026.