Equitable Holdings’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Equitable Holdings’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	$503K	Sell	35,005 -632	-2%	-$9.09K	﹤0.01%	1252
2025 Q4	$512K	Sell	35,637 -900	-2%	-$12.9K	﹤0.01%	1102
2025 Q3	$521K	Sell	36,537 -1,500	-4%	-$20.9K	﹤0.01%	1059
2025 Q2	$528K	Buy	38,037 +20,674	+119%	+$271K	﹤0.01%	986
2025 Q1	$229K	Sell	17,363 -3,600	-17%	-$50.6K	﹤0.01%	1193
2024 Q4	$302K	Buy	20,963 +450	+2%	+$6.35K	﹤0.01%	1036
2024 Q3	$283K	Buy	20,513 +7,350	+56%	+$98.8K	﹤0.01%	1063
2024 Q2	$180K	Buy	+13,163	New	+$171K	﹤0.01%	1152

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

Equitable Holdings's ETV Position: Q1 2026 in Review

Equitable Holdings reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 1.8% in Q1 2026, selling an estimated $9.09K and leaving 35,005 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Equitable Holdings first reported a position in ETV in Q2 2024 and has held it in 8 quarters since. The position peaked at $528K in Q2 2025. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

Equitable Holdings held 35,005 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $503K as of Q1 2026.
Equitable Holdings sold 632 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $9.09K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1252 holding.
Equitable Holdings first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2024 and has held it in 8 quarters since.
Equitable Holdings's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $528K in Q2 2025.
181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.