GFWA
ETV

Grey Fox Wealth Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Grey Fox Wealth 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
2023
Q2 		– Sell
-300
Closed -$3.79K – 239
2023
Q1 		$3.79K Buy
+300
New +$3.84K ﹤0.01% 371

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $177M AUM 20.72% 1-Year Est. Return

Grey Fox Wealth Advisors's ETV Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2023, closing a stake of 300 shares — an estimated $3.79K sold.

Grey Fox Wealth Advisors first reported a position in ETV in Q1 2023 and held it in 1 quarter. The position peaked at $3.79K in Q1 2023. 148 funds tracked by Wall St. Rank hold ETV as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 300 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2023, an estimated $3.79K.
  • Grey Fox Wealth Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $3.79K in Q1 2023.
  • 148 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.