FFN
ETV

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

Focus Financial 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
2026
Q2 		$813K Sell
54,625
-1,954
-3% -$28.4K 0.03% 385
2026
Q1 		$773K Buy
56,579
+716
+1% +$10.3K 0.03% 361
2025
Q4 		$802K Buy
55,863
+1,006
+2% +$14.4K 0.03% 352
2025
Q3 		$782K Sell
54,857
-212
-0.4% -$2.96K 0.03% 351
2025
Q2 		$764K Buy
55,069
+2,106
+4% +$27.6K 0.03% 343
2025
Q1 		$700K Sell
52,963
-765
-1% -$10.8K 0.03% 353
2024
Q4 		$774K Buy
53,728
+1,298
+2% +$18.3K 0.03% 324
2024
Q3 		$724K Buy
52,430
+1,935
+4% +$26K 0.03% 330
2024
Q2 		$691K Buy
50,495
+1,501
+3% +$19.5K 0.03% 329
2024
Q1 		$620K Buy
48,994
+5,354
+12% +$68.1K 0.03% 332
2023
Q4 		$538K Buy
43,640
+1,931
+5% +$23.4K 0.02% 443
2023
Q3 		$499K Buy
41,709
+185
+0.4% +$2.37K 0.03% 359
2023
Q2 		$531K Buy
41,524
+195
+0.5% +$2.42K 0.03% 353
2023
Q1 		$522K Buy
41,329
+196
+0.5% +$2.51K 0.03% 344
2022
Q4 		$505K Sell
41,133
-677
-2% -$8.95K 0.04% 286
2022
Q3 		$550K Buy
41,810
+160
+0.4% +$2.36K 0.05% 262
2022
Q2 		$563K Buy
41,650
+161
+0.4% +$2.3K 0.05% 269
2022
Q1 		$648K Buy
+41,489
New +$649K 0.05% 261
2021
Q2 		– Sell
-40,992
Closed -$635K – 405
2021
Q1 		$635K Buy
40,992
+1,385
+3% +$21.1K 0.07% 214
2020
Q4 		$608K Buy
39,607
+236
+0.6% +$3.42K 0.05% 242
2020
Q3 		$545K Buy
39,371
+422
+1% +$6.03K 0.05% 254
2020
Q2 		$550K Buy
38,949
+206
+0.5% +$2.78K 0.06% 231
2020
Q1 		$467K Sell
38,743
-232
-0.6% -$3.23K 0.06% 228
2019
Q4 		$583K Buy
38,975
+2,140
+6% +$31.9K 0.07% 225
2019
Q3 		$539K Buy
36,835
+523
+1% +$7.81K 0.07% 215
2019
Q2 		$545K Buy
36,312
+795
+2% +$11.8K 0.08% 208
2019
Q1 		$533K Buy
+35,517
New +$522K 0.09% 198

Other funds holding ETV

SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Focus Financial Network's ETV Position: Q2 2026 in Review

Focus Financial Network reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 3.5% in Q2 2026, selling an estimated $28.4K and leaving 54,625 shares worth $813K. The position accounts for 0.03% of the portfolio, ranked #385.

Focus Financial Network first reported a position in ETV in Q1 2019 and has held it in 27 quarters since. 42 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Focus Financial Network held 54,625 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $813K as of Q2 2026.
  • Focus Financial Network sold 1,954 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $28.4K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.03% of Focus Financial Network's portfolio in Q2 2026, its #385 holding.
  • Focus Financial Network first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2019 and has held it in 27 quarters since.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.