ICMP
ETV

Integrated Capital Management (Pennsylvania)’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Integrated Capital Management (Pennsylvania)’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
Q3 		$347K Sell
23,276
-4,529
-16% -$68.2K 0.25% 32
2026
Q2 		$414K Sell
27,805
-3,141
-10% -$45.7K 0.29% 26
2026
Q1 		$423K Buy
+30,946
New +$445K 0.28% 27

Other funds holding ETV

SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Integrated Capital Management (Pennsylvania)'s ETV Position: Q3 2026 in Review

Integrated Capital Management (Pennsylvania) reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 16% in Q3 2026, selling an estimated $68.2K and leaving 23,276 shares worth $347K. The position accounts for 0.25% of the portfolio, ranked #32.

Integrated Capital Management (Pennsylvania) first reported a position in ETV in Q1 2026 and has held it in 3 quarters since. The position peaked at $423K in Q1 2026. 8 funds tracked by Wall St. Rank hold ETV as of Q3 2026.

  • Integrated Capital Management (Pennsylvania) held 23,276 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $347K as of Q3 2026.
  • Integrated Capital Management (Pennsylvania) sold 4,529 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2026, an estimated $68.2K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.25% of Integrated Capital Management (Pennsylvania)'s portfolio in Q3 2026, its #32 holding.
  • Integrated Capital Management (Pennsylvania) first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2026 and has held it in 3 quarters since.
  • Integrated Capital Management (Pennsylvania)'s Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $423K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2026.

Based on Integrated Capital Management (Pennsylvania)'s 13F filing for Q3 2026, filed 9 Oct 2026.