Kingstone Capital Partners Texas’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Kingstone Capital Partners Texas’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 Q1	$4.2M	Buy	307,504 +53,894	+21%	+$775K	2.59%	13
2025 Q4	$3.64M	Buy	253,610 +5,342	+2%	+$76.4K	2.12%	15
2025 Q3	$3.54M	Buy	248,268 +2,599	+1%	+$36.2K	2.05%	16
2025 Q2	$3.41M	Sell	245,669 -19,562	-7%	-$257K	2.22%	15
2025 Q1	$3.5M	Buy	265,231 +39,143	+17%	+$550K	2.82%	15
2024 Q4	$3.26M	Buy	+226,088	New	+$3.19M	2.65%	13

Other funds holding ETV

Morgan Stanley New York $1.66T AUM 25.57% 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

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 Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Kingstone Capital Partners Texas's ETV Position: Q1 2026 in Review

Kingstone Capital Partners Texas increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 21% in Q1 2026, buying an estimated $775K and bringing the position to 307,504 shares worth $4.2M. The position accounts for 2.59% of the portfolio, ranked #13.

Kingstone Capital Partners Texas first reported a position in ETV in Q4 2024 and has held it in 6 quarters since. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

Kingstone Capital Partners Texas held 307,504 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $4.2M as of Q1 2026.
Kingstone Capital Partners Texas bought 53,894 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $775K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 2.59% of Kingstone Capital Partners Texas's portfolio in Q1 2026, its #13 holding.
Kingstone Capital Partners Texas first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Kingstone Capital Partners Texas's 13F filing for Q1 2026, filed 6 May 2026.