FPAS
ETV

Focus Partners Advisor Solutions’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Focus Partners Advisor Solutions’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
2025
Q3 		– Sell
-20,449
Closed -$284K – 1184
2025
Q2 		$284K Buy
+20,449
New +$268K ﹤0.01% 884
2025
Q1 		– Sell
-20,449
Closed -$295K – 995
2024
Q4 		$295K Sell
20,449
-204
-1% -$2.88K 0.01% 611
2024
Q3 		$285K Buy
+20,653
New +$278K 0.01% 589
2023
Q4 		– Sell
-14,506
Closed -$174K – 431
2023
Q3 		$174K Hold
14,506
– – 0.01% 423
2023
Q2 		$185K Hold
14,506
– – 0.01% 362
2023
Q1 		$183K Sell
14,506
-4,325
-23% -$55.4K 0.01% 342
2022
Q4 		$231K Hold
18,831
– – 0.02% 299
2022
Q3 		$248K Hold
18,831
– – 0.01% 344
2022
Q2 		$254K Buy
18,831
+5,831
+45% +$83.5K 0.02% 282
2022
Q1 		$203K Sell
13,000
-8,421
-39% -$132K 0.02% 309
2021
Q4 		$359K Buy
+21,421
New +$353K 0.07% 85

Other funds holding ETV

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LPL Financial
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $177M AUM 20.72% 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
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return