HI
ETV

Harbour Investments’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Harbour Investments’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 		$50.9K Hold
3,421
– – ﹤0.01% 2386
2026
Q1 		$46.8K Hold
3,421
– – ﹤0.01% 2376
2025
Q4 		$49.1K Hold
3,421
– – ﹤0.01% 1977
2025
Q3 		$48.7K Hold
3,421
– – ﹤0.01% 1921
2025
Q2 		$47.4K Hold
3,421
– – ﹤0.01% 1860
2025
Q1 		$45.2K Sell
3,421
-250
-7% -$3.51K ﹤0.01% 1820
2024
Q4 		$52.9K Hold
3,671
– – ﹤0.01% 1683
2024
Q3 		$50.7K Buy
3,671
+1,000
+37% +$13.4K ﹤0.01% 1645
2024
Q2 		$36.5K Hold
2,671
– – ﹤0.01% 1703
2024
Q1 		$34.5K Hold
2,671
– – ﹤0.01% 1710
2023
Q4 		$32.9K Hold
2,671
– – ﹤0.01% 1637
2023
Q3 		$32K Hold
2,671
– – ﹤0.01% 1543
2023
Q2 		$34.1K Hold
2,671
– – ﹤0.01% 1527
2023
Q1 		$33.7K Hold
2,671
– – ﹤0.01% 1518
2022
Q4 		$32.8K Hold
2,671
– – ﹤0.01% 1468
2022
Q3 		$36K Hold
2,671
– – ﹤0.01% 1403
2022
Q2 		$36K Buy
+2,671
New +$38.2K ﹤0.01% 1403
2021
Q4 		$45K Buy
+2,671
New +$44K ﹤0.01% 1304

Other funds holding ETV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
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
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
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harbour Investments's ETV Position: Q2 2026 in Review

Harbour Investments held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q2 2026 at 3,421 shares worth $50.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

Harbour Investments first reported a position in ETV in Q4 2021 and has held it in 18 quarters since. The position peaked at $52.9K in Q4 2024. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Harbour Investments held 3,421 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $50.9K as of Q2 2026.
  • Harbour Investments left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q2 2026.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2386 holding.
  • Harbour Investments first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2021 and has held it in 18 quarters since.
  • Harbour Investments's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $52.9K in Q4 2024.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.