GAFA
ETV

Garton & Associates Financial Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Garton & Associates Financial 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 		– Sell
-975
Closed -$14K – 301
2025
Q4 		$14K Buy
+975
New +$13.9K 0.01% 747

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Invesco
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GC
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PFP
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Garton & Associates Financial Advisors's ETV Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2026, closing a stake of 975 shares — an estimated $14K sold.

Garton & Associates Financial Advisors first reported a position in ETV in Q4 2025 and held it in 1 quarter. The position peaked at $14K in Q4 2025. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 975 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $14K.
  • Garton & Associates Financial Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $14K 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 Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.