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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$173K Buy
12,463
+74
+0.6% +$1.03K ﹤0.01% 1793
2025
Q1
$164K Sell
12,389
-411
-3% -$5.43K ﹤0.01% 1646
2024
Q4
$184K Buy
12,800
+412
+3% +$5.94K ﹤0.01% 1617
2024
Q3
$171K Sell
12,388
-126
-1% -$1.74K ﹤0.01% 1573
2024
Q2
$171K Sell
12,514
-936
-7% -$12.8K ﹤0.01% 1545
2024
Q1
$174K Sell
13,450
-615
-4% -$7.95K ﹤0.01% 1541
2023
Q4
$173K Sell
14,065
-7,296
-34% -$90K ﹤0.01% 1485
2023
Q3
$256K Buy
21,361
+5,635
+36% +$67.5K ﹤0.01% 1308
2023
Q2
$201K Buy
15,726
+3,937
+33% +$50.3K ﹤0.01% 1430
2023
Q1
$149K Buy
+11,789
New +$149K ﹤0.01% 1253