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

Cresset Asset 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	$1.38M	Buy	92,695 +1,856	+2%	+$27K	0.01%	784
2026 Q1	$1.24M	Buy	90,839 +1,884	+2%	+$27.1K	0.01%	706
2025 Q4	$1.28M	Buy	88,955 +1,809	+2%	+$25.9K	0.01%	702
2025 Q3	$1.24M	Buy	87,146 +1,831	+2%	+$25.5K	0.01%	671
2025 Q2	$1.18M	Buy	85,315 +1,871	+2%	+$24.5K	0.01%	639
2025 Q1	$1.1M	Buy	83,444 +1,754	+2%	+$24.6K	0.01%	740
2024 Q4	$1.18M	Buy	81,690 +1,685	+2%	+$23.8K	0.01%	737
2024 Q3	$1.1M	Buy	80,005 +1,518	+2%	+$20.4K	﹤0.01%	1117
2024 Q2	$1.07M	Buy	78,487 +1,977	+3%	+$25.7K	﹤0.01%	1027
2024 Q1	$989K	Buy	76,510 +1,666	+2%	+$21.2K	﹤0.01%	987
2023 Q4	$923K	Buy	74,844 +1,714	+2%	+$20.7K	0.01%	923
2023 Q3	$875K	Buy	73,130 +1,628	+2%	+$20.8K	﹤0.01%	915
2023 Q2	$914K	Buy	71,502 +1,605	+2%	+$19.9K	﹤0.01%	986
2023 Q1	$883K	Buy	69,897 +1,569	+2%	+$20.1K	0.02%	368
2022 Q4	$839K	Buy	68,328 +2,166	+3%	+$28.6K	0.01%	334
2022 Q3	$870K	Buy	66,162 +1,021	+2%	+$15K	0.01%	382
2022 Q2	$880K	Buy	65,141 +2,058	+3%	+$29.5K	0.01%	406
2022 Q1	$985K	Buy	63,083 +919	+1%	+$14.4K	0.01%	412
2021 Q4	$1.04M	Buy	+62,164	New	+$1.02M	0.01%	444
2021 Q2	–	Sell	-59,902	Closed	-$928K	–	1036
2021 Q1	$928K	Buy	59,902 +8,946	+18%	+$136K	0.01%	323
2020 Q4	$782K	Buy	+50,956	New	+$738K	0.01%	295

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

Cresset Asset Management's ETV Position: Q2 2026 in Review

Cresset Asset Management increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 2% in Q2 2026, buying an estimated $27K and bringing the position to 92,695 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #784.

Cresset Asset Management first reported a position in ETV in Q4 2020 and has held it in 21 quarters since. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

Cresset Asset Management held 92,695 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $1.38M as of Q2 2026.
Cresset Asset Management bought 1,856 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $27K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #784 holding.
Cresset Asset Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2020 and has held it in 21 quarters since.
192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.