HFRG
ETV

Houlihan Financial Resource Group’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Houlihan Financial Resource Group’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
Q3 		– Sell
-202,926
Closed -$2.52M – 117
2023
Q2 		$2.52M Buy
+202,926
New +$2.52M 0.08% 66
2020
Q3 		$47K Buy
+3,273
New +$46.7K 0.03% 175

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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Houlihan Financial Resource Group's ETV Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2023, closing a stake of 202,926 shares — an estimated $2.52M sold.

Houlihan Financial Resource Group first reported a position in ETV in Q3 2020 and held it in 2 quarters. The position peaked at $2.52M in Q2 2023. 149 funds tracked by Wall St. Rank hold ETV as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 202,926 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2023, an estimated $2.52M.
  • Houlihan Financial Resource Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2020 and held it in 2 quarters.
  • Houlihan Financial Resource Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $2.52M in Q2 2023.
  • 149 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.