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

Kingsview Wealth 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
2026 Q2	$159K	Buy	+10,678	New	+$155K	﹤0.01%	1376
2025 Q2	–	Sell	-10,429	Closed	-$138K	–	1186
2025 Q1	$138K	Sell	10,429 -959	-8%	-$13.5K	﹤0.01%	1057
2024 Q4	$164K	Sell	11,388 -500	-4%	-$7.06K	﹤0.01%	1065
2024 Q3	$164K	Sell	11,888 -500	-4%	-$6.72K	﹤0.01%	1049
2024 Q2	$169K	Sell	12,388 -267	-2%	-$3.47K	﹤0.01%	1004
2024 Q1	$164K	Hold	12,655	–	–	﹤0.01%	982
2023 Q4	$156K	Sell	12,655 -81	-0.6%	-$980	﹤0.01%	919
2023 Q3	$152K	Buy	12,736 +1,740	+16%	+$22.3K	0.01%	900
2023 Q2	$141K	Hold	10,996	–	–	0.01%	872
2023 Q1	$139K	Hold	10,996	–	–	0.01%	845
2022 Q4	$135K	Hold	10,996	–	–	0.01%	811
2022 Q3	$145K	Hold	10,996	–	–	0.01%	780
2022 Q2	$149K	Hold	10,996	–	–	0.01%	778
2022 Q1	$172K	Hold	10,996	–	–	0.01%	824
2021 Q4	$184K	Hold	10,996	–	–	0.01%	868
2021 Q3	$176K	Hold	10,996	–	–	0.01%	809
2021 Q2	$179K	Buy	10,996 +900	+9%	+$14.4K	0.01%	832
2021 Q1	$156K	Buy	+10,096	New	+$154K	0.01%	785

Other funds holding ETV

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

BWG

Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kingsview Wealth Management's ETV Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2026: 10,678 shares worth $159K. The stake represents ﹤0.01% of the portfolio and ranks #1376 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in ETV as recently as Q1 2025.

Kingsview Wealth Management first reported a position in ETV in Q1 2021 and has held it in 18 quarters since. The position peaked at $184K in Q4 2021. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

Kingsview Wealth Management held 10,678 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $159K as of Q2 2026.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund was a new Kingsview Wealth Management position in Q2 2026.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1376 holding.
Kingsview Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2021 and has held it in 18 quarters since.
Kingsview Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $184K in Q4 2021.
192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.