IFWM
ETV

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

Institute for Wealth Management’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 		$3.27K Buy
+220
New +$3.2K ﹤0.01% 1521

Other funds holding ETV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SharpePoint Phoenix, Arizona $200M AUM 66.57% 1-Year Est. Return

Institute for Wealth Management's ETV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2026: 220 shares worth $3.27K. The stake represents ﹤0.01% of the portfolio and ranks #1521 among its holdings.

122 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Institute for Wealth Management held 220 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $3.27K as of Q2 2026.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund was a new Institute for Wealth Management position in Q2 2026.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1521 holding.
  • 122 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.