DWM
ETV

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

Darwin 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
2025
Q2 		– Sell
-1,114
Closed -$16.1K – 637
2025
Q1 		$16.1K Hold
1,114
– – 0.01% 329
2024
Q4 		$16.1K Hold
1,114
– – 0.01% 329
2024
Q3 		$15.4K Buy
+1,114
New +$15K ﹤0.01% 346
2020
Q2 		– Sell
-500
Closed -$6K – 329
2020
Q1 		$6K Buy
+500
New +$6.96K ﹤0.01% 568

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

Darwin Wealth Management's ETV Position: Q2 2025 in Review

Darwin Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2025, closing a stake of 1,114 shares — an estimated $16.1K sold.

Darwin Wealth Management first reported a position in ETV in Q1 2020 and held it in 4 quarters. The position peaked at $16.1K in Q1 2025. 185 funds tracked by Wall St. Rank hold ETV as of Q2 2025.

  • Darwin Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Darwin Wealth Management sold 1,114 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2025, an estimated $16.1K.
  • Darwin Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2020 and held it in 4 quarters.
  • Darwin Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $16.1K in Q1 2025.
  • 185 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2025.

Based on Darwin Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.