Empower Advisory Group’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Empower Advisory Group’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	$164K	Sell	11,966 -900	-7%	-$12.9K	﹤0.01%	503
2025 Q4	$185K	Buy	12,866 +400	+3%	+$5.72K	﹤0.01%	494
2025 Q3	$178K	Hold	12,466	–	–	﹤0.01%	521
2025 Q2	$173K	Hold	12,466	–	–	﹤0.01%	490
2025 Q1	$165K	Hold	12,466	–	–	﹤0.01%	490
2024 Q4	$180K	Hold	12,466	–	–	﹤0.01%	494
2024 Q3	$172K	Hold	12,466	–	–	﹤0.01%	494
2024 Q2	$170K	Hold	12,466	–	–	﹤0.01%	485
2024 Q1	$161K	Hold	12,466	–	–	﹤0.01%	490
2023 Q4	$154K	Hold	12,466	–	–	﹤0.01%	468
2023 Q3	$149K	Hold	12,466	–	–	﹤0.01%	450
2023 Q2	$159K	Hold	12,466	–	–	﹤0.01%	472
2023 Q1	$156K	Buy	+12,466	New	+$160K	﹤0.01%	473

Other funds holding ETV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empower Advisory Group's ETV Position: Q1 2026 in Review

Empower Advisory Group reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 7% in Q1 2026, selling an estimated $12.9K and leaving 11,966 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Empower Advisory Group first reported a position in ETV in Q1 2023 and has held it in 13 quarters since. The position peaked at $185K in Q4 2025. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

Empower Advisory Group held 11,966 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $164K as of Q1 2026.
Empower Advisory Group sold 900 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $12.9K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #503 holding.
Empower Advisory Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2023 and has held it in 13 quarters since.
Empower Advisory Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $185K in Q4 2025.
181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.