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

Key Financial Inc’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 Q4	–	Sell	-333	Closed	-$3.99K	–	1332
2023 Q3	$3.99K	Hold	333	–	–	﹤0.01%	987
2023 Q2	$4.26K	Hold	333	–	–	﹤0.01%	986
2023 Q1	$4.21K	Hold	333	–	–	﹤0.01%	844
2022 Q4	$4.38K	Hold	333	–	–	﹤0.01%	814
2022 Q3	$4K	Hold	333	–	–	﹤0.01%	822
2022 Q2	$5K	Hold	333	–	–	﹤0.01%	786
2022 Q1	$5K	Hold	333	–	–	﹤0.01%	780
2021 Q4	$6K	Hold	333	–	–	﹤0.01%	675
2021 Q3	$5K	Hold	333	–	–	﹤0.01%	696
2021 Q2	$5K	Hold	333	–	–	﹤0.01%	680
2021 Q1	$5K	Hold	333	–	–	﹤0.01%	592
2020 Q4	$5K	Buy	+333	New	+$4.82K	﹤0.01%	550

Other funds holding ETV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Key Financial Inc's ETV Position: Q4 2023 in Review

Key Financial Inc sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2023, closing a stake of 333 shares — an estimated $3.99K sold.

Key Financial Inc first reported a position in ETV in Q4 2020 and held it in 12 quarters. The position peaked at $6K in Q4 2021. 159 funds tracked by Wall St. Rank hold ETV as of Q4 2023.

Key Financial Inc reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2023 after selling out during the quarter.
Key Financial Inc sold 333 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2023, an estimated $3.99K.
Key Financial Inc first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2020 and held it in 12 quarters.
Key Financial Inc's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $6K in Q4 2021.
159 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.