FWM
ETV

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

Focused Wealth Management’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 		$188K Buy
12,615
+78
+0.6% +$1.14K 0.02% 240
2026
Q1 		$171K Buy
12,537
+237
+2% +$3.41K 0.02% 205
2025
Q4 		$177K Buy
12,300
+164
+1% +$2.34K 0.02% 186
2025
Q3 		$173K Sell
12,136
-315
-3% -$4.39K 0.02% 188
2025
Q2 		$173K Buy
12,451
+247
+2% +$3.24K 0.02% 178
2025
Q1 		$161K Sell
12,204
-44
-0.4% -$618 0.02% 169
2024
Q4 		$176K Sell
12,248
-1,886
-13% -$26.6K 0.02% 157
2024
Q3 		$195K Buy
14,134
+272
+2% +$3.66K 0.03% 203
2024
Q2 		$189K Sell
13,862
-235
-2% -$3.05K 0.03% 179
2024
Q1 		$182K Buy
14,097
+350
+3% +$4.45K 0.03% 167
2023
Q4 		$170K Buy
13,747
+266
+2% +$3.22K 0.03% 153
2023
Q3 		$161K Buy
13,481
+139
+1% +$1.78K 0.03% 150
2023
Q2 		$171K Buy
13,342
+227
+2% +$2.82K 0.03% 148
2023
Q1 		$166K Sell
13,115
-3,525
-21% -$45.1K 0.03% 153
2022
Q4 		$204K Sell
16,640
-891
-5% -$11.8K 0.04% 134
2022
Q3 		$231K Buy
17,531
+287
+2% +$4.22K 0.05% 117
2022
Q2 		$233K Buy
17,244
+340
+2% +$4.87K 0.04% 123
2022
Q1 		$264K Sell
16,904
-62
-0.4% -$970 0.04% 133
2021
Q4 		$284K Buy
16,966
+202
+1% +$3.33K 0.04% 138
2021
Q3 		$268K Buy
16,764
+264
+2% +$4.35K 0.04% 140
2021
Q2 		$269K Sell
16,500
-2,776
-14% -$44.5K 0.04% 140
2021
Q1 		$299K Sell
19,276
-12,473
-39% -$190K 0.05% 131
2020
Q4 		$487K Sell
31,749
-3,884
-11% -$56.3K 0.09% 92
2020
Q3 		$493K Sell
35,633
-205
-0.6% -$2.93K 0.11% 82
2020
Q2 		$506K Sell
35,838
-520
-1% -$7.01K 0.12% 79
2020
Q1 		$438K Sell
36,358
-671
-2% -$9.34K 0.13% 78
2019
Q4 		$554K Sell
37,029
-1,143
-3% -$17.1K 0.13% 81
2019
Q3 		$559K Sell
38,172
-2,481
-6% -$37.1K 0.15% 77
2019
Q2 		$611K Buy
40,653
+51
+0.1% +$758 0.16% 72
2019
Q1 		$610K Sell
40,602
-1,213
-3% -$17.8K 0.18% 73
2018
Q4 		$564K Sell
41,815
-7,283
-15% -$107K 0.19% 79
2018
Q3 		$791K Buy
49,098
+6
+0% +$96 0.27% 64
2018
Q2 		$758K Buy
49,092
+12,789
+35% +$195K 0.26% 64
2018
Q1 		$541K Sell
36,303
-791
-2% -$12.1K 0.17% 86
2017
Q4 		$570K Sell
37,094
-11,371
-23% -$173K 0.18% 78
2017
Q3 		$742K Buy
48,465
+10,858
+29% +$167K 0.25% 62
2017
Q2 		$574K Hold
37,607
– – 0.21% 69
2017
Q1 		$572K Sell
37,607
-391
-1% -$5.95K 0.22% 69
2016
Q4 		$564K Hold
37,998
– – 0.24% 67
2016
Q3 		$573K Buy
37,998
+853
+2% +$12.7K 0.25% 63
2016
Q2 		$549K Hold
37,145
– – 0.25% 62
2016
Q1 		$546K Buy
37,145
+916
+3% +$13.1K 0.3% 56
2015
Q4 		$554K Buy
36,229
+1,191
+3% +$17.9K 0.32% 51
2015
Q3 		$498K Sell
35,038
-200
-0.6% -$2.95K 0.32% 51
2015
Q2 		$523K Sell
35,238
-3,487
-9% -$52.8K 0.32% 51
2015
Q1 		$580K Sell
38,725
-934
-2% -$13.6K 0.36% 53
2014
Q4 		$558K Buy
39,659
+2,158
+6% +$32K 0.4% 49
2014
Q3 		$556K Buy
37,501
+3,107
+9% +$46.7K 0.43% 53
2014
Q2 		$507K Buy
34,394
+32,484
+1,701% +$475K 0.4% 50
2014
Q1 		$27K Hold
1,910
– – 0.02% 241
2013
Q4 		$27K Sell
1,910
-1,785
-48% -$24.1K 0.02% 243
2013
Q3 		$48K Buy
+3,695
New +$49K 0.05% 167

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

Focused Wealth Management's ETV Position: Q2 2026 in Review

Focused Wealth Management increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 0.62% in Q2 2026, buying an estimated $1.14K and bringing the position to 12,615 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #240.

Focused Wealth Management first reported a position in ETV in Q3 2013 and has held it in 52 quarters since. The position peaked at $791K in Q3 2018. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Focused Wealth Management held 12,615 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $188K as of Q2 2026.
  • Focused Wealth Management bought 78 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $1.14K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.02% of Focused Wealth Management's portfolio in Q2 2026, its #240 holding.
  • Focused Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2013 and has held it in 52 quarters since.
  • Focused Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $791K in Q3 2018.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.