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 $3.04B AUM 36.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RJFSA

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

BWG

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

FinTrust Capital Advisors's ETV Position: Q2 2024 in Review

FinTrust Capital Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2024, closing a stake of 617 shares — an estimated $7.98K sold.

FinTrust Capital Advisors first reported a position in ETV in Q2 2021 and held it in 12 quarters. The position peaked at $10K in Q1 2022. 156 funds tracked by Wall St. Rank hold ETV as of Q2 2024.

FinTrust Capital Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2024 after selling out during the quarter.
FinTrust Capital Advisors sold 617 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2024, an estimated $7.98K.
FinTrust Capital Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2021 and held it in 12 quarters.
FinTrust Capital Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $10K in Q1 2022.
156 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2024.

Based on FinTrust Capital Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.