FourThought Financial’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

FourThought Financial’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 Q3	$32K	Hold	2,459	–	–	﹤0.01%	738
2022 Q2	$33K	Buy	2,459 +850	+53%	+$12.2K	﹤0.01%	736
2022 Q1	$25K	Hold	1,609	–	–	﹤0.01%	843
2021 Q4	$27K	Hold	1,609	–	–	﹤0.01%	848
2021 Q3	$25K	Hold	1,609	–	–	﹤0.01%	897
2021 Q2	$26K	Hold	1,609	–	–	﹤0.01%	883
2021 Q1	$24K	Hold	1,609	–	–	﹤0.01%	857
2020 Q4	$24K	Buy	+1,609	New	+$23.3K	﹤0.01%	832

Other funds holding ETV

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFP

Paragon Financial Partners Woodland Hills, California $177M AUM 20.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FourThought Financial's ETV Position: Q3 2022 in Review

FourThought Financial held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q3 2022 at 2,459 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

FourThought Financial first reported a position in ETV in Q4 2020 and has held it in 8 quarters since. The position peaked at $33K in Q2 2022. 145 funds tracked by Wall St. Rank hold ETV as of Q3 2022.

FourThought Financial held 2,459 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $32K as of Q3 2022.
FourThought Financial left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q3 2022.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #738 holding.
FourThought Financial first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $33K in Q2 2022.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.