KFA
ETV

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

Kapstone Financial 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
2026
Q2 		$166K Hold
11,185
– – 0.07% 170
2026
Q1 		$153K Hold
11,185
– – 0.07% 148
2025
Q4 		$161K Hold
11,185
– – 0.08% 127
2025
Q3 		$159K Hold
11,185
– – 0.08% 118
2025
Q2 		$155K Hold
11,185
– – 0.08% 116
2025
Q1 		$148K Hold
11,185
– – 0.08% 107
2024
Q4 		$160K Buy
+11,185
New +$158K 0.09% 108

Other funds holding ETV

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

Kapstone Financial Advisors's ETV Position: Q2 2026 in Review

Kapstone Financial Advisors held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q2 2026 at 11,185 shares worth $166K. The position accounts for 0.07% of the portfolio, ranked #170.

Kapstone Financial Advisors first reported a position in ETV in Q4 2024 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Kapstone Financial Advisors held 11,185 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $166K as of Q2 2026.
  • Kapstone Financial Advisors left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q2 2026.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.07% of Kapstone Financial Advisors's portfolio in Q2 2026, its #170 holding.
  • Kapstone Financial Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.