Fortis Capital Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Fortis Capital Advisors’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 Q1	$306K	Sell	22,414 -1,272	-5%	-$18.3K	0.04%	296
2025 Q4	$340K	Buy	23,686 +546	+2%	+$7.8K	0.05%	234
2025 Q3	$330K	Buy	23,140 +2,095	+10%	+$29.2K	0.05%	218
2025 Q2	$292K	Sell	21,045 -3,053	-13%	-$40K	0.05%	204
2025 Q1	$318K	Buy	+24,098	New	+$339K	0.06%	199
2024 Q4	–	Sell	-10,181	Closed	-$140K	–	179
2024 Q3	$140K	Buy	+10,181	New	+$137K	0.05%	172

Other funds holding ETV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fortis Capital Advisors's ETV Position: Q1 2026 in Review

Fortis Capital Advisors reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 5.4% in Q1 2026, selling an estimated $18.3K and leaving 22,414 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #296.

Fortis Capital Advisors first reported a position in ETV in Q3 2024 and has held it in 6 quarters since. The position peaked at $340K in Q4 2025. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

Fortis Capital Advisors held 22,414 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $306K as of Q1 2026.
Fortis Capital Advisors sold 1,272 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $18.3K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.04% of Fortis Capital Advisors's portfolio in Q1 2026, its #296 holding.
Fortis Capital Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2024 and has held it in 6 quarters since.
Fortis Capital Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $340K in Q4 2025.
181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.