Greenleaf Trust’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Greenleaf Trust’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	$210K	Buy	+14,099	New	+$205K	﹤0.01%	820

Other funds holding ETV

LPL Financial San Diego, California $445B AUM 25.58% 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

PFP

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

BWG

Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 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

Greenleaf Trust's ETV Position: Q2 2026 in Review

Greenleaf Trust opened a new position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2026: 14,099 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings.

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

Greenleaf Trust held 14,099 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $210K as of Q2 2026.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund was a new Greenleaf Trust position in Q2 2026.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #820 holding.
192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.