Focus Partners Wealth
ETV

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

Focus Partners Wealth’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 		$3.86M Buy
259,687
+17,745
+7% +$258K ﹤0.01% 1069
2026
Q1 		$3.31M Buy
241,942
+206,904
+591% +$2.98M ﹤0.01% 1092
2025
Q4 		$494K Buy
35,038
+9,415
+37% +$135K ﹤0.01% 1956
2025
Q3 		$365K Sell
25,623
-470
-2% -$6.55K ﹤0.01% 1748
2025
Q2 		$362K Sell
26,093
-1,571
-6% -$20.6K ﹤0.01% 1591
2025
Q1 		$365K Sell
27,664
-263
-0.9% -$3.7K ﹤0.01% 1482
2024
Q4 		$402K Buy
27,927
+1,546
+6% +$21.8K ﹤0.01% 1420
2024
Q3 		$364K Buy
26,381
+3,469
+15% +$46.7K ﹤0.01% 1263
2024
Q2 		$313K Sell
22,912
-1,841
-7% -$23.9K ﹤0.01% 1059
2024
Q1 		$320K Buy
24,753
+5,128
+26% +$65.3K ﹤0.01% 821
2023
Q4 		$242K Buy
+19,625
New +$237K ﹤0.01% 712

Other funds holding ETV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth's ETV Position: Q2 2026 in Review

Focus Partners Wealth increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 7.3% in Q2 2026, buying an estimated $258K and bringing the position to 259,687 shares worth $3.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Focus Partners Wealth first reported a position in ETV in Q4 2023 and has held it in 11 quarters since. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Focus Partners Wealth held 259,687 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $3.86M as of Q2 2026.
  • Focus Partners Wealth bought 17,745 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $258K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1069 holding.
  • Focus Partners Wealth first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.