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 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

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

Integrated Capital Management (Pennsylvania)'s ETV Position: Q2 2026 in Review

Integrated Capital Management (Pennsylvania) reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 10% in Q2 2026, selling an estimated $45.7K and leaving 27,805 shares worth $414K. The position accounts for 0.29% of the portfolio, ranked #26.

Integrated Capital Management (Pennsylvania) first reported a position in ETV in Q1 2026 and has held it in 2 quarters since. The position peaked at $423K in Q1 2026. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

Integrated Capital Management (Pennsylvania) held 27,805 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $414K as of Q2 2026.
Integrated Capital Management (Pennsylvania) sold 3,141 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $45.7K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.29% of Integrated Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #26 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 2 quarters since.
Integrated Capital Management (Pennsylvania)'s Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $423K in Q1 2026.
192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Integrated Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 7 Jul 2026.