Imprint Wealth’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Imprint Wealth’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 Q1	$251K	Buy	+19,425	New	+$247K	0.06%	253

Other funds holding ETV

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Imprint Wealth's ETV Position: Q1 2024 in Review

Imprint Wealth opened a new position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2024: 19,425 shares worth $251K. The stake represents 0.06% of the portfolio and ranks #253 among its holdings.

153 funds tracked by Wall St. Rank hold ETV as of Q1 2024.

Imprint Wealth held 19,425 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $251K as of Q1 2024.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund was a new Imprint Wealth position in Q1 2024.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.06% of Imprint Wealth's portfolio in Q1 2024, its #253 holding.
153 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.