Jones Financial Companies
ETV

Jones Financial Companies’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Jones Financial Companies’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
Q2 		– Sell
-1,633
Closed -$21.7K – 5045
2026
Q1 		$21.7K Buy
+1,633
New +$23.5K ﹤0.01% 3263

Other funds holding ETV

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies's ETV Position: Q2 2026 in Review

Jones Financial Companies sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2026, closing a stake of 1,633 shares — an estimated $21.7K sold.

Jones Financial Companies first reported a position in ETV in Q1 2026 and held it in 1 quarter. The position peaked at $21.7K in Q1 2026. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Jones Financial Companies reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 1,633 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $21.7K.
  • Jones Financial Companies first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2026 and held it in 1 quarter.
  • Jones Financial Companies's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $21.7K in Q1 2026.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.