IA
ETV

IFP Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

IFP Advisors’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 		$79.6K Buy
5,352
+442
+9% +$6.43K ﹤0.01% 2122
2026
Q1 		$67.1K Buy
4,910
+158
+3% +$2.27K ﹤0.01% 2090
2025
Q4 		$68.2K Buy
4,752
+40
+0.8% +$572 ﹤0.01% 2016
2025
Q3 		$67.1K Buy
4,712
+245
+5% +$3.42K ﹤0.01% 1921
2025
Q2 		$62K Buy
+4,467
New +$58.6K ﹤0.01% 1932
2023
Q1 		– Sell
-11,400
Closed -$176K – 3707
2022
Q4 		$176K Hold
11,400
– – ﹤0.01% 1419
2022
Q3 		$176K Hold
11,400
– – ﹤0.01% 1484
2022
Q2 		$176K Hold
11,400
– – 0.01% 1336
2022
Q1 		$176K Buy
+11,400
New +$178K 0.01% 1336
2019
Q1 		$201K Sell
13,300
-1,486
-10% -$21.8K 0.03% 471
2018
Q4 		$198K Sell
14,786
-15,160
-51% -$223K 0.01% 871
2018
Q3 		$482K Sell
29,946
-1,063
-3% -$16.9K 0.02% 673
2018
Q2 		$479K Buy
31,009
+2,387
+8% +$36.4K 0.02% 677
2018
Q1 		$440K Hold
28,622
– – 0.02% 672
2017
Q4 		$440K Buy
28,622
+7,252
+34% +$110K 0.02% 671
2017
Q3 		$327K Buy
21,370
+8,387
+65% +$129K 0.01% 883
2017
Q2 		$198K Sell
12,983
-385
-3% -$5.93K 0.01% 1130
2017
Q1 		$203K Buy
13,368
+155
+1% +$2.36K 0.01% 1110
2016
Q4 		$196K Sell
13,213
-1,245
-9% -$18.4K 0.01% 1065
2016
Q3 		$218K Buy
14,458
+800
+6% +$11.9K 0.01% 958
2016
Q2 		$202K Buy
13,658
+358
+3% +$5.29K 0.01% 962
2016
Q1 		$201K Buy
13,300
+5,557
+72% +$79.2K 0.03% 471
2015
Q4 		$118K Buy
+7,743
New +$116K 0.01% 1084

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

IFP Advisors's ETV Position: Q2 2026 in Review

IFP Advisors increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 9% in Q2 2026, buying an estimated $6.43K and bringing the position to 5,352 shares worth $79.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

IFP Advisors first reported a position in ETV in Q4 2015 and has held it in 23 quarters since. The position peaked at $482K in Q3 2018. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • IFP Advisors held 5,352 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $79.6K as of Q2 2026.
  • IFP Advisors bought 442 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $6.43K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2122 holding.
  • IFP Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2015 and has held it in 23 quarters since.
  • IFP Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $482K in Q3 2018.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.