EWM
ETV

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

Executive Wealth 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
2024
Q4 		$462K Buy
+32,088
New +$453K 0.04% 172

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $177M AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Executive Wealth Management's ETV Position: Q4 2024 in Review

Executive Wealth Management opened a new position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2024: 32,088 shares worth $462K. The stake represents 0.04% of the portfolio and ranks #172 among its holdings.

177 funds tracked by Wall St. Rank hold ETV as of Q4 2024.

  • Executive Wealth Management held 32,088 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $462K as of Q4 2024.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund was a new Executive Wealth Management position in Q4 2024.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.04% of Executive Wealth Management's portfolio in Q4 2024, its #172 holding.
  • 177 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.