FAN
ETV

Financial Advisors Network’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Financial Advisors Network’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
2023
Q4 		– Sell
-14,401
Closed -$172K – 179
2023
Q3 		$172K Buy
+14,401
New +$184K 0.04% 158
2022
Q4 		$177K Hold
14,401
– – 0.05% 124
2022
Q3 		$189K Buy
+14,401
New +$212K 0.06% 107

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PS
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

Financial Advisors Network's ETV Position: Q4 2023 in Review

Financial Advisors Network sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2023, closing a stake of 14,401 shares — an estimated $172K sold.

Financial Advisors Network first reported a position in ETV in Q3 2022 and held it in 3 quarters. The position peaked at $189K in Q3 2022. 159 funds tracked by Wall St. Rank hold ETV as of Q4 2023.

  • Financial Advisors Network reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • Financial Advisors Network sold 14,401 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2023, an estimated $172K.
  • Financial Advisors Network first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2022 and held it in 3 quarters.
  • Financial Advisors Network's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $189K in Q3 2022.
  • 159 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2023.

Based on Financial Advisors Network's 13F filing for Q4 2023, filed 9 Feb 2024.