IAG
ETV

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

Investmark Advisory Group’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
2022
Q1 		– Sell
-434
Closed -$7K – 161
2021
Q4 		$7K Buy
+434
New +$7.16K 0.01% 312

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Investmark Advisory Group's ETV Position: Q1 2022 in Review

Investmark Advisory Group sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2022, closing a stake of 434 shares — an estimated $7K sold.

Investmark Advisory Group first reported a position in ETV in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 160 funds tracked by Wall St. Rank hold ETV as of Q1 2022.

  • Investmark Advisory Group reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 434 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2022, an estimated $7K.
  • Investmark Advisory Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $7K in Q4 2021.
  • 160 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.