Insigneo Advisory Services’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Insigneo Advisory Services’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	$161K	Sell	10,845 -1,002	-8%	-$14.6K	0.01%	803
2026 Q1	$162K	Sell	11,847 -2,551	-18%	-$36.7K	0.01%	662
2025 Q4	$207K	Hold	14,398	–	–	0.01%	643
2025 Q3	$205K	Hold	14,398	–	–	0.01%	628
2025 Q2	$200K	Hold	14,398	–	–	0.02%	571
2025 Q1	$190K	Buy	+14,398	New	+$202K	0.02%	530

Other funds holding ETV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Insigneo Advisory Services's ETV Position: Q2 2026 in Review

Insigneo Advisory Services reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 8.5% in Q2 2026, selling an estimated $14.6K and leaving 10,845 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #803.

Insigneo Advisory Services first reported a position in ETV in Q1 2025 and has held it in 6 quarters since. The position peaked at $207K in Q4 2025. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

Insigneo Advisory Services held 10,845 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $161K as of Q2 2026.
Insigneo Advisory Services sold 1,002 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $14.6K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #803 holding.
Insigneo Advisory Services first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
Insigneo Advisory Services's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $207K in Q4 2025.
192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.