FFO
ETV

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

Fortitude Family Office’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
Q4 		– Sell
-793
Closed -$11.3K – 1986
2025
Q3 		$11.3K Hold
793
– – ﹤0.01% 526
2025
Q2 		$11K Hold
793
– – ﹤0.01% 519
2025
Q1 		$10.5K Hold
793
– – ﹤0.01% 525
2024
Q4 		$11.4K Buy
+793
New +$11.2K ﹤0.01% 593

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fortitude Family Office's ETV Position: Q4 2025 in Review

Fortitude Family Office sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2025, closing a stake of 793 shares — an estimated $11.3K sold.

Fortitude Family Office first reported a position in ETV in Q4 2024 and held it in 4 quarters. The position peaked at $11.4K in Q4 2024. 183 funds tracked by Wall St. Rank hold ETV as of Q4 2025.

  • Fortitude Family Office reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Fortitude Family Office sold 793 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2025, an estimated $11.3K.
  • Fortitude Family Office first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2024 and held it in 4 quarters.
  • Fortitude Family Office's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $11.4K in Q4 2024.
  • 183 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2025.

Based on Fortitude Family Office's 13F filing for Q4 2025, filed 15 Jan 2026.