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

Larson Financial Group’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	$7.44K	Hold	500	–	–	﹤0.01%	2574
2026 Q1	$6.83K	Hold	500	–	–	﹤0.01%	2447
2025 Q4	$7.18K	Hold	500	–	–	﹤0.01%	2301
2025 Q3	$7.13K	Hold	500	–	–	﹤0.01%	2203
2025 Q2	$6.93K	Sell	500 -4,900	-91%	-$64.3K	﹤0.01%	1965
2025 Q1	$71.3K	Buy	5,400 +4,900	+980%	+$68.9K	﹤0.01%	889
2024 Q4	$7.21K	Hold	500	–	–	﹤0.01%	1582
2024 Q3	$6.9K	Hold	500	–	–	﹤0.01%	1605
2024 Q2	$6.83K	Buy	+500	New	+$6.5K	﹤0.01%	1365
2020 Q2	–	Sell	-3,500	Closed	-$42K	–	704
2020 Q1	$42K	Hold	3,500	–	–	0.03%	168
2019 Q4	$52K	Hold	3,500	–	–	0.03%	150
2019 Q3	$51K	Hold	3,500	–	–	0.03%	147
2019 Q2	$53K	Hold	3,500	–	–	0.04%	123
2019 Q1	$53K	Hold	3,500	–	–	0.04%	117
2018 Q4	$47K	Buy	+3,500	New	+$51.5K	0.04%	116

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

Larson Financial Group's ETV Position: Q2 2026 in Review

Larson Financial Group held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q2 2026 at 500 shares worth $7.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2574.

Larson Financial Group first reported a position in ETV in Q4 2018 and has held it in 15 quarters since. The position peaked at $71.3K in Q1 2025. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

Larson Financial Group held 500 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $7.44K as of Q2 2026.
Larson Financial Group left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2574 holding.
Larson Financial Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2018 and has held it in 15 quarters since.
Larson Financial Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $71.3K in Q1 2025.
192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.