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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PFP

Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Focus Partners Advisor Solutions's ETV Position: Q3 2025 in Review

Focus Partners Advisor Solutions sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2025, closing a stake of 20,449 shares — an estimated $284K sold.

Focus Partners Advisor Solutions first reported a position in ETV in Q4 2021 and held it in 11 quarters. The position peaked at $359K in Q4 2021. 184 funds tracked by Wall St. Rank hold ETV as of Q3 2025.

Focus Partners Advisor Solutions reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Focus Partners Advisor Solutions sold 20,449 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2025, an estimated $284K.
Focus Partners Advisor Solutions first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2021 and held it in 11 quarters.
Focus Partners Advisor Solutions's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $359K in Q4 2021.
184 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2025, filed 12 Nov 2025.