LWANC
ETV

Laurel Wealth Advisors (North Carolina)’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-400
Closed -$5.74K – 335
2025
Q4 		$5.74K Buy
+400
New +$5.72K ﹤0.01% 529
2025
Q2 		– Sell
-400
Closed -$5.28K – 339
2025
Q1 		$5.28K Hold
400
– – ﹤0.01% 529
2024
Q4 		$5.76K Hold
400
– – ﹤0.01% 537
2024
Q3 		$5.52K Hold
400
– – ﹤0.01% 503
2024
Q2 		$5.47K Hold
400
– – ﹤0.01% 476
2024
Q1 		$5.17K Hold
400
– – ﹤0.01% 484
2023
Q4 		$4.93K Hold
400
– – ﹤0.01% 455
2023
Q3 		$4.79K Hold
400
– – ﹤0.01% 451
2023
Q2 		$5.11K Hold
400
– – ﹤0.01% 455
2023
Q1 		$5.05K Hold
400
– – ﹤0.01% 455
2022
Q4 		$4.91K Hold
400
– – ﹤0.01% 434
2022
Q3 		$5K Hold
400
– – ﹤0.01% 423
2022
Q2 		$5K Hold
400
– – ﹤0.01% 440
2022
Q1 		$6K Hold
400
– – ﹤0.01% 452
2021
Q4 		$7K Hold
400
– – ﹤0.01% 443
2021
Q3 		$6K Hold
400
– – ﹤0.01% 452
2021
Q2 		$7K Hold
400
– – ﹤0.01% 496
2021
Q1 		$6K Sell
400
-500
-56% -$7.61K ﹤0.01% 463
2020
Q4 		$14K Hold
900
– – ﹤0.01% 383
2020
Q3 		$12K Hold
900
– – ﹤0.01% 368
2020
Q2 		$13K Hold
900
– – ﹤0.01% 350
2020
Q1 		$11K Hold
900
– – ﹤0.01% 348
2019
Q4 		$13K Hold
900
– – ﹤0.01% 364
2019
Q3 		$13K Hold
900
– – ﹤0.01% 348
2019
Q2 		$14K Buy
+900
New +$13.4K ﹤0.01% 343

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s ETV Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2026, closing a stake of 400 shares — an estimated $5.74K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ETV in Q2 2019 and held it in 25 quarters. The position peaked at $14K in Q4 2020. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 400 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $5.74K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2019 and held it in 25 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $14K in Q4 2020.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.