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

Cornerstone Wealth Management’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	$155K	Buy	10,400 +40	+0.4%	+$582	0.01%	725
2026 Q1	$142K	Buy	10,360 +42	+0.4%	+$604	0.01%	689
2025 Q4	$148K	Sell	10,318 -1,519	-13%	-$21.7K	0.01%	669
2025 Q3	$169K	Sell	11,837 -311	-3%	-$4.34K	0.01%	657
2025 Q2	$168K	Buy	12,148 +1,008	+9%	+$13.2K	0.01%	626
2025 Q1	$147K	Buy	11,140 +39	+0.4%	+$548	0.01%	587
2024 Q4	$160K	Sell	11,101 -1,244	-10%	-$17.6K	0.01%	567
2024 Q3	$170K	Sell	12,345 -1,584	-11%	-$21.3K	0.01%	550
2024 Q2	$190K	Sell	13,929 -443	-3%	-$5.76K	0.01%	527
2024 Q1	$186K	Buy	14,372 +84	+0.6%	+$1.07K	0.02%	517
2023 Q4	$176K	Buy	14,288 +101	+0.7%	+$1.22K	0.02%	507
2023 Q3	$170K	Buy	14,187 +119	+0.8%	+$1.52K	0.02%	510
2023 Q2	$180K	Buy	14,068 +1,391	+11%	+$17.3K	0.02%	488
2023 Q1	$160K	Buy	+12,677	New	+$162K	0.02%	457
2022 Q3	$138K	Buy	+10,464	New	+$154K	0.02%	425
2022 Q2	–	Sell	-10,048	Closed	-$157K	–	461
2022 Q1	$157K	Buy	10,048 +8	+0.1%	+$125	0.02%	449
2021 Q4	$168K	Buy	+10,040	New	+$166K	0.02%	488

Other funds holding ETV

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cornerstone Wealth Management's ETV Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 0.39% in Q2 2026, buying an estimated $582 and bringing the position to 10,400 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #725.

Cornerstone Wealth Management first reported a position in ETV in Q4 2021 and has held it in 17 quarters since. The position peaked at $190K in Q2 2024. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

Cornerstone Wealth Management held 10,400 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $155K as of Q2 2026.
Cornerstone Wealth Management bought 40 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $582.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #725 holding.
Cornerstone Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2021 and has held it in 17 quarters since.
Cornerstone Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $190K in Q2 2024.
192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.