JY
ETV

Jeff Yass’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Jeff Yass’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
Q1 		– Sell
-10,181
Closed -$146K – 13399
2025
Q4 		$146K Sell
10,181
-9,593
-49% -$137K ﹤0.01% 11194
2025
Q3 		$282K Buy
19,774
+2,030
+11% +$28.3K ﹤0.01% 10270
2025
Q2 		$246K Buy
+17,744
New +$233K ﹤0.01% 10784
2024
Q1 		– Sell
-31,998
Closed -$395K – 12470
2023
Q4 		$395K Sell
31,998
-12,746
-28% -$154K ﹤0.01% 9224
2023
Q3 		$536K Buy
+44,744
New +$572K ﹤0.01% 8069
2023
Q2 		– Sell
-22,190
Closed -$280K – 12342
2023
Q1 		$280K Sell
22,190
-35,648
-62% -$456K ﹤0.01% 9866
2022
Q4 		$710K Buy
+57,838
New +$764K ﹤0.01% 6984
2022
Q3 		– Sell
-13,017
Closed -$176K – 13418
2022
Q2 		$176K Buy
+13,017
New +$186K ﹤0.01% 10822
2019
Q4 		– Sell
-16,943
Closed -$248K – 9928
2019
Q3 		$248K Buy
+16,943
New +$253K ﹤0.01% 8690
2018
Q4 		– Sell
-12,765
Closed -$206K – 9171
2018
Q3 		$206K Buy
+12,765
New +$204K ﹤0.01% 8164
2018
Q1 		– Sell
-11,736
Closed -$180K – 9505
2017
Q4 		$180K Sell
11,736
-2,267
-16% -$34.5K ﹤0.01% 8359
2017
Q3 		$215K Buy
14,003
+418
+3% +$6.41K ﹤0.01% 7901
2017
Q2 		$207K Buy
+13,585
New +$209K ﹤0.01% 8232

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PS
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jeff Yass's ETV Position: Q1 2026 in Review

Jeff Yass sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2026, closing a stake of 10,181 shares — an estimated $146K sold.

Jeff Yass first reported a position in ETV in Q2 2017 and held it in 13 quarters. The position peaked at $710K in Q4 2022. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

  • Jeff Yass reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Jeff Yass sold 10,181 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $146K.
  • Jeff Yass first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2017 and held it in 13 quarters.
  • Jeff Yass's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $710K in Q4 2022.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.