IEQ Capital’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

IEQ Capital’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 Q1	$1.54M	Sell	112,965 -18,111	-14%	-$261K	0.01%	870
2025 Q4	$1.88M	Sell	131,076 -126	-0.1%	-$1.8K	0.01%	816
2025 Q3	$1.87M	Sell	131,202 -100	-0.1%	-$1.39K	0.01%	786
2025 Q2	$1.82M	Sell	131,302 -31,673	-19%	-$415K	0.01%	673
2025 Q1	$2.15M	Buy	162,975 +33,673	+26%	+$473K	0.02%	568
2024 Q4	$1.86M	Sell	129,302 -5,663	-4%	-$79.9K	0.02%	511
2024 Q3	$1.86M	Sell	134,965 -3,141	-2%	-$42.2K	0.02%	391
2024 Q2	$1.89M	Buy	138,106 +1,054	+0.8%	+$13.7K	0.03%	354
2024 Q1	$1.77M	Sell	137,052 -63,629	-32%	-$810K	0.03%	345
2023 Q4	$2.47M	Buy	200,681 +7,151	+4%	+$86.5K	0.04%	257
2023 Q3	$2.32M	Buy	193,530 +5,636	+3%	+$72.1K	0.05%	240
2023 Q2	$2.4M	Buy	+187,894	New	+$2.33M	0.05%	236

Other funds holding ETV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PFP

Paragon Financial Partners Woodland Hills, California $177M AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

BWG

Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IEQ Capital's ETV Position: Q1 2026 in Review

IEQ Capital reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 14% in Q1 2026, selling an estimated $261K and leaving 112,965 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #870.

IEQ Capital first reported a position in ETV in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.47M in Q4 2023. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

IEQ Capital held 112,965 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $1.54M as of Q1 2026.
IEQ Capital sold 18,111 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $261K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #870 holding.
IEQ Capital first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2023 and has held it in 12 quarters since.
IEQ Capital's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $2.47M in Q4 2023.
181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.