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

Destiny Wealth Partners’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
2023 Q1	–	Sell	-5,341	Closed	-$65.6K	–	322
2022 Q4	$65.6K	Buy	5,341 +81	+2%	+$1.07K	0.01%	260
2022 Q3	$69K	Hold	5,260	–	–	0.02%	251
2022 Q2	$71K	Hold	5,260	–	–	0.02%	252
2022 Q1	$82K	Sell	5,260 -1,647	-24%	-$25.8K	0.02%	267
2021 Q4	$116K	Hold	6,907	–	–	0.02%	220
2021 Q3	$110K	Buy	+6,907	New	+$114K	0.02%	207
2021 Q2	–	Sell	-11,528	Closed	-$179K	–	283
2021 Q1	$179K	Buy	+11,528	New	+$176K	0.04%	166

Other funds holding ETV

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Destiny Wealth Partners's ETV Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2023, closing a stake of 5,341 shares — an estimated $65.6K sold.

Destiny Wealth Partners first reported a position in ETV in Q1 2021 and held it in 7 quarters. The position peaked at $179K in Q1 2021. 145 funds tracked by Wall St. Rank hold ETV as of Q1 2023.

Destiny Wealth Partners reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 5,341 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2023, an estimated $65.6K.
Destiny Wealth Partners first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2021 and held it in 7 quarters.
Destiny Wealth Partners's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $179K in Q1 2021.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.