CRC
ETV

Curi RMB Capital’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Curi RMB Capital’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 		$889K Sell
64,998
-5,285
-8% -$76K 0.02% 465
2025
Q4 		$1.01M Buy
70,283
+149
+0.2% +$2.13K 0.02% 456
2025
Q3 		$999K Buy
70,134
+2,872
+4% +$40K 0.02% 423
2025
Q2 		$933K Sell
67,262
-3,490
-5% -$45.8K 0.02% 423
2025
Q1 		$935K Buy
70,752
+3,791
+6% +$53.3K 0.02% 334
2024
Q4 		$965K Buy
66,961
+140
+0.2% +$1.98K 0.02% 341
2024
Q3 		$922K Buy
66,821
+143
+0.2% +$1.92K 0.02% 348
2024
Q2 		$911K Buy
66,678
+146
+0.2% +$1.9K 0.02% 338
2024
Q1 		$860K Sell
66,532
-6,339
-9% -$80.7K 0.02% 362
2023
Q4 		$898K Sell
72,871
-6,296
-8% -$76.2K 0.03% 306
2023
Q3 		$948K Buy
79,167
+131
+0.2% +$1.68K 0.03% 283
2023
Q2 		$1.01M Buy
79,036
+348
+0.4% +$4.32K 0.03% 282
2023
Q1 		$994K Buy
78,688
+436
+0.6% +$5.58K 0.03% 285
2022
Q4 		$961K Buy
78,252
+440
+0.6% +$5.81K 0.03% 291
2022
Q3 		$1.02M Hold
77,812
– – 0.04% 279
2022
Q2 		$1.05M Hold
77,812
– – 0.04% 278
2022
Q1 		$1.22M Buy
77,812
+7,109
+10% +$111K 0.04% 235
2021
Q4 		$1.18M Hold
70,703
– – 0.04% 257
2021
Q3 		$1.13M Hold
70,703
– – 0.04% 263
2021
Q2 		$1.15M Sell
70,703
-1,675
-2% -$26.9K 0.04% 268
2021
Q1 		$1.12M Sell
72,378
-64
-0.1% -$975 0.04% 248
2020
Q4 		$1.11M Sell
72,442
-3,483
-5% -$50.5K 0.04% 301
2020
Q3 		$1.05M Sell
75,925
-11,410
-13% -$163K 0.05% 290
2020
Q2 		$1.23M Sell
87,335
-20,782
-19% -$280K 0.05% 272
2020
Q1 		$1.3M Sell
108,117
-25,625
-19% -$357K 0.06% 250
2019
Q4 		$2M Sell
133,742
-10,870
-8% -$162K 0.06% 276
2019
Q3 		$2.12M Sell
144,612
-3,505
-2% -$52.3K 0.06% 288
2019
Q2 		$2.23M Sell
148,117
-20,787
-12% -$309K 0.06% 295
2019
Q1 		$2.54M Sell
168,904
-848
-0.5% -$12.5K 0.06% 297
2018
Q4 		$2.29M Sell
169,752
-30,582
-15% -$450K 0.06% 307
2018
Q3 		$3.23M Buy
200,334
+3,014
+2% +$48.1K 0.08% 278
2018
Q2 		$3.05M Sell
197,320
-3,513
-2% -$53.5K 0.07% 285
2018
Q1 		$2.99M Buy
200,833
+15,105
+8% +$231K 0.08% 321
2017
Q4 		$2.85M Buy
+185,728
New +$2.83M 0.07% 324

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Curi RMB Capital's ETV Position: Q1 2026 in Review

Curi RMB Capital reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 7.5% in Q1 2026, selling an estimated $76K and leaving 64,998 shares worth $889K. The position accounts for 0.02% of the portfolio, ranked #465.

Curi RMB Capital first reported a position in ETV in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.23M in Q3 2018. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

  • Curi RMB Capital held 64,998 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $889K as of Q1 2026.
  • Curi RMB Capital sold 5,285 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $76K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.02% of Curi RMB Capital's portfolio in Q1 2026, its #465 holding.
  • Curi RMB Capital first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2017 and has held it in 34 quarters since.
  • Curi RMB Capital's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $3.23M in Q3 2018.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.