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

Everstar Asset 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
2026 Q2	$371K	Hold	24,960	–	–	0.18%	137
2026 Q1	$341K	Sell	24,960 -1,000	-4%	-$14.4K	0.18%	139
2025 Q4	$373K	Hold	25,960	–	–	0.2%	133
2025 Q3	$370K	Hold	25,960	–	–	0.21%	131
2025 Q2	$360K	Sell	25,960 -1,100	-4%	-$14.4K	0.22%	131
2025 Q1	$357K	Sell	27,060 -6,300	-19%	-$88.5K	0.24%	127
2024 Q4	$481K	Sell	33,360 -300	-0.9%	-$4.23K	0.34%	79
2024 Q3	$465K	Buy	+33,660	New	+$453K	0.32%	93

Other funds holding ETV

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

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

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

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

BWG

Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Everstar Asset Management's ETV Position: Q2 2026 in Review

Everstar Asset Management held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q2 2026 at 24,960 shares worth $371K. The position accounts for 0.18% of the portfolio, ranked #137.

Everstar Asset Management first reported a position in ETV in Q3 2024 and has held it in 8 quarters since. The position peaked at $481K in Q4 2024. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

Everstar Asset Management held 24,960 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $371K as of Q2 2026.
Everstar Asset Management left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.18% of Everstar Asset Management's portfolio in Q2 2026, its #137 holding.
Everstar Asset Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $481K in Q4 2024.
192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.