GC
ETV

Grimes & Company’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Grimes & Company’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 		$179K Buy
+12,045
New +$175K ﹤0.01% 433
2026
Q1 		– Sell
-10,566
Closed -$152K – 447
2025
Q4 		$152K Buy
+10,566
New +$151K ﹤0.01% 445

Other funds holding ETV

SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SharpePoint Phoenix, Arizona $200M AUM 66.57% 1-Year Est. Return
TP
Thayer Partners Wyndmoor, Pennsylvania $242M AUM
ASGL
Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM
EWL
Emissary Wealth LLC Hackensack, New Jersey $131M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Grimes & Company's ETV Position: Q2 2026 in Review

Grimes & Company opened a new position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2026: 12,045 shares worth $179K. The stake represents ﹤0.01% of the portfolio and ranks #433 among its holdings. This is a return to the name: Grimes & Company previously reported a position in ETV as recently as Q4 2025.

Grimes & Company first reported a position in ETV in Q4 2025 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Grimes & Company held 12,045 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $179K as of Q2 2026.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund was a new Grimes & Company position in Q2 2026.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Grimes & Company's portfolio in Q2 2026, its #433 holding.
  • Grimes & Company first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2025 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.