FAG
ETV

Fortitude Advisory Group’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-3,245
Closed -$51K – 542
2022
Q1 		$51K Buy
3,245
+1,292
+66% +$20.2K 0.03% 522
2021
Q4 		$33K Buy
+1,953
New +$32.2K 0.02% 667

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $177M AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fortitude Advisory Group's ETV Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2022, closing a stake of 3,245 shares — an estimated $51K sold.

Fortitude Advisory Group first reported a position in ETV in Q4 2021 and held it in 2 quarters. The position peaked at $51K in Q1 2022. 154 funds tracked by Wall St. Rank hold ETV as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 3,245 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2022, an estimated $51K.
  • Fortitude Advisory Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $51K in Q1 2022.
  • 154 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.