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

FinTrust Capital Advisors’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 Q2	–	Sell	-617	Closed	-$7.98K	–	1388
2024 Q1	$7.98K	Hold	617	–	–	﹤0.01%	898
2023 Q4	$7.61K	Hold	617	–	–	﹤0.01%	880
2023 Q3	$7.39K	Hold	617	–	–	﹤0.01%	837
2023 Q2	$7.58K	Hold	617	–	–	﹤0.01%	809
2023 Q1	$7.58K	Hold	617	–	–	﹤0.01%	804
2022 Q4	$7.58K	Hold	617	–	–	﹤0.01%	802
2022 Q3	$8K	Hold	617	–	–	﹤0.01%	922
2022 Q2	$9K	Hold	617	–	–	﹤0.01%	907
2022 Q1	$10K	Hold	617	–	–	﹤0.01%	942
2021 Q4	$10K	Hold	617	–	–	﹤0.01%	911
2021 Q3	$10K	Hold	617	–	–	﹤0.01%	905
2021 Q2	$10K	Buy	+617	New	+$9.89K	﹤0.01%	930

Other funds holding ETV

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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 Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return