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 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

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

Everstar Asset Management's ETV Position: Q1 2026 in Review

Everstar Asset Management reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 3.9% in Q1 2026, selling an estimated $14.4K and leaving 24,960 shares worth $341K. The position accounts for 0.18% of the portfolio, ranked #139.

Everstar Asset Management first reported a position in ETV in Q3 2024 and has held it in 7 quarters since. The position peaked at $481K in Q4 2024. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

Everstar Asset Management held 24,960 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $341K as of Q1 2026.
Everstar Asset Management sold 1,000 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $14.4K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.18% of Everstar Asset Management's portfolio in Q1 2026, its #139 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 7 quarters since.
Everstar Asset Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $481K in Q4 2024.
181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.