KIM
ETV

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
Morgan Stanley New York $1.66T AUM 25.57% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $177M AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return