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

Karpus Investment 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
2025 Q4	–	Sell	-149,526	Closed	-$2.13M	–	218
2025 Q3	$2.13M	Sell	149,526 -26,594	-15%	-$371K	0.07%	152
2025 Q2	$2.44M	Sell	176,120 -66,604	-27%	-$874K	0.08%	150
2025 Q1	$3.21M	Sell	242,724 -17,705	-7%	-$249K	0.1%	138
2024 Q4	$3.75M	Sell	260,429 -7,443	-3%	-$105K	0.11%	126
2024 Q3	$3.7M	Sell	267,872 -1,704	-0.6%	-$22.9K	0.1%	138
2024 Q2	$3.69M	Sell	269,576 -2,604	-1%	-$33.8K	0.1%	127
2024 Q1	$3.52M	Sell	272,180 -1,252	-0.5%	-$15.9K	0.1%	135
2023 Q4	$3.37M	Buy	273,432 +58,462	+27%	+$707K	0.1%	136
2023 Q3	$2.57M	Sell	214,970 -6,400	-3%	-$81.9K	0.09%	162
2023 Q2	$2.83M	Buy	+221,370	New	+$2.75M	0.09%	163

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

Karpus Investment Management's ETV Position: Q4 2025 in Review

Karpus Investment Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2025, closing a stake of 149,526 shares — an estimated $2.13M sold.

Karpus Investment Management first reported a position in ETV in Q2 2023 and held it in 10 quarters. The position peaked at $3.75M in Q4 2024. 183 funds tracked by Wall St. Rank hold ETV as of Q4 2025.

Karpus Investment Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Karpus Investment Management sold 149,526 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2025, an estimated $2.13M.
Karpus Investment Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2023 and held it in 10 quarters.
Karpus Investment Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $3.75M in Q4 2024.
183 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2025.

Based on Karpus Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.