M.E. Allison & Co’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

M.E. Allison & Co’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 Q3	$199K	Buy	13,367 +31	+0.2%	+$467	0.11%	190
2026 Q2	$198K	Sell	13,336 -1,360	-9%	-$19.8K	0.11%	191
2026 Q1	$201K	Buy	14,696 +60	+0.4%	+$863	0.13%	187
2025 Q4	$210K	Buy	14,636 +57	+0.4%	+$815	0.14%	169
2025 Q3	$208K	Buy	14,579 +58	+0.4%	+$809	0.14%	172
2025 Q2	$201K	Buy	14,521 +59	+0.4%	+$774	0.16%	166
2025 Q1	$191K	Buy	14,462 +74	+0.5%	+$1.04K	0.19%	148
2024 Q4	$207K	Buy	+14,388	New	+$203K	0.23%	134

Other funds holding ETV

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

SWL

STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

M.E. Allison & Co's ETV Position: Q3 2026 in Review

M.E. Allison & Co increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 0.23% in Q3 2026, buying an estimated $467 and bringing the position to 13,367 shares worth $199K. The position accounts for 0.11% of the portfolio, ranked #190.

M.E. Allison & Co first reported a position in ETV in Q4 2024 and has held it in 8 quarters since. The position peaked at $210K in Q4 2025. 38 funds tracked by Wall St. Rank hold ETV as of Q3 2026.

M.E. Allison & Co held 13,367 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $199K as of Q3 2026.
M.E. Allison & Co bought 31 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2026, an estimated $467.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.11% of M.E. Allison & Co's portfolio in Q3 2026, its #190 holding.
M.E. Allison & Co first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2024 and has held it in 8 quarters since.
M.E. Allison & Co's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $210K in Q4 2025.
38 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.