HGERS
ETV

Householder Group Estate & Retirement Specialist’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-1,361
Closed -$18K – 738
2024
Q3 		$18K Hold
1,361
– – 0.01% 712
2024
Q2 		$18K Hold
1,361
– – 0.01% 696
2024
Q1 		$17.6K Hold
1,361
– – 0.01% 698
2023
Q4 		$16K Hold
1,361
– – 0.01% 674
2023
Q3 		$16.3K Buy
+1,361
New +$17.4K 0.01% 677
2023
Q1 		$17K Buy
+1,361
New +$17.4K 0.01% 666
2022
Q4 		– Sell
-1,361
Closed -$17K – 541
2022
Q3 		$17K Buy
+1,361
New +$20K 0.01% 607

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ETV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2024, closing a stake of 1,361 shares — an estimated $18K sold.

Householder Group Estate & Retirement Specialist first reported a position in ETV in Q3 2022 and held it in 7 quarters. The position peaked at $18K in Q3 2024. 177 funds tracked by Wall St. Rank hold ETV as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,361 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2024, an estimated $18K.
  • Householder Group Estate & Retirement Specialist first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $18K in Q3 2024.
  • 177 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.