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

Laidlaw 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
2023 Q3	–	Sell	-20,484	Closed	-$262K	–	299
2023 Q2	$262K	Buy	20,484 +5,651	+38%	+$70.1K	0.05%	285
2023 Q1	$187K	Buy	14,833 +2	+0%	+$26	0.04%	339
2022 Q4	$182K	Buy	14,831 +602	+4%	+$7.95K	0.04%	340
2022 Q3	$187K	Sell	14,229 -99	-0.7%	-$1.46K	0.04%	301
2022 Q2	$194K	Sell	14,328 -998	-7%	-$14.3K	0.04%	350
2022 Q1	$239K	Buy	15,326 +2,101	+16%	+$32.9K	0.04%	336
2021 Q4	$221K	Buy	13,225 +1,365	+12%	+$22.5K	0.04%	367
2021 Q3	$190K	Hold	11,860	–	–	0.05%	237
2021 Q2	$193K	Buy	11,860 +250	+2%	+$4.01K	0.05%	253
2021 Q1	$180K	Buy	+11,610	New	+$177K	0.06%	206

Other funds holding ETV

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Laidlaw Wealth Management's ETV Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2023, closing a stake of 20,484 shares — an estimated $262K sold.

Laidlaw Wealth Management first reported a position in ETV in Q1 2021 and held it in 10 quarters. The position peaked at $262K in Q2 2023. 149 funds tracked by Wall St. Rank hold ETV as of Q3 2023.

Laidlaw Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 20,484 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2023, an estimated $262K.
Laidlaw Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2021 and held it in 10 quarters.
Laidlaw Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $262K in Q2 2023.
149 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.