Investment Planning Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Investment Planning Advisors’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
2025 Q3	–	Sell	-20,925	Closed	-$290K	–	89
2025 Q2	$290K	Sell	20,925 -91,666	-81%	-$1.2M	0.1%	66
2025 Q1	$1.49M	Sell	112,591 -40,388	-26%	-$568K	0.6%	23
2024 Q4	$2.2M	Sell	152,979 -102	-0.1%	-$1.44K	0.96%	22
2024 Q3	$2.09M	Hold	153,081	–	–	1.07%	21
2024 Q2	$2.09M	Buy	+153,081	New	+$1.99M	1.07%	21

Other funds holding ETV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

BWG

Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Investment Planning Advisors's ETV Position: Q3 2025 in Review

Investment Planning Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2025, closing a stake of 20,925 shares — an estimated $290K sold.

Investment Planning Advisors first reported a position in ETV in Q2 2024 and held it in 5 quarters. The position peaked at $2.2M in Q4 2024. 184 funds tracked by Wall St. Rank hold ETV as of Q3 2025.

Investment Planning Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Investment Planning Advisors sold 20,925 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2025, an estimated $290K.
Investment Planning Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2024 and held it in 5 quarters.
Investment Planning Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $2.2M in Q4 2024.
184 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2025.

Based on Investment Planning Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.