BFC Planning, Inc.’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

BFC Planning, Inc.’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	$3.32K	Buy	+223	New	+$3.24K	﹤0.01%	2835

Other funds holding ETV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Balanced Wealth Group Westlake, Ohio $326M AUM 14.78% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFC Planning, Inc.'s ETV Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2026: 223 shares worth $3.32K. The stake represents ﹤0.01% of the portfolio and ranks #2835 among its holdings.

193 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

BFC Planning, Inc. held 223 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $3.32K as of Q2 2026.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund was a new BFC Planning, Inc. position in Q2 2026.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2835 holding.
193 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.