JWWM
ETV

Johnson & White Wealth Management’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Johnson & White Wealth Management’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
2023
Q1 		– Sell
-115,884
Closed -$5.5M – 99
2022
Q4 		$5.5M Buy
+115,884
New +$1.53M 5.54% 3

Other funds holding ETV

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Johnson & White Wealth Management's ETV Position: Q1 2023 in Review

Johnson & White Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2023, closing a stake of 115,884 shares — an estimated $5.5M sold.

Johnson & White Wealth Management first reported a position in ETV in Q4 2022 and held it in 1 quarter. The position peaked at $5.5M in Q4 2022. 145 funds tracked by Wall St. Rank hold ETV as of Q1 2023.

  • Johnson & White Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • Johnson & White Wealth Management sold 115,884 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2023, an estimated $5.5M.
  • Johnson & White Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $5.5M in Q4 2022.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2023.

Based on Johnson & White Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.