MIAN
ETV

Mariner Independent Advisor Network’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$4.32M Sell
328,590
-20,405
-6% -$300K 0.19% 133
2022
Q2 		$4.9M Buy
348,995
+25,906
+8% +$371K 0.21% 119
2022
Q1 		$5.07M Buy
323,089
+45,216
+16% +$708K 0.2% 129
2021
Q4 		$4.67M Sell
277,873
-39,740
-13% -$655K 0.22% 109
2021
Q3 		$5.09M Buy
317,613
+4,337
+1% +$71.4K 0.25% 107
2021
Q2 		$5.1M Buy
313,276
+4,017
+1% +$64.4K 0.23% 108
2021
Q1 		$4.79M Buy
309,259
+9,915
+3% +$151K 0.25% 104
2020
Q4 		$4.59M Buy
299,344
+867
+0.3% +$12.6K 0.25% 99
2020
Q3 		$4.13M Sell
298,477
-1,299
-0.4% -$18.6K 0.34% 74
2020
Q2 		$4.24M Buy
299,776
+3,444
+1% +$46.4K 0.39% 66
2020
Q1 		$3.34M Buy
296,332
+46,068
+18% +$641K 0.3% 89
2019
Q4 		$3.74M Buy
250,264
+3,096
+1% +$46.2K 0.27% 89
2019
Q3 		$3.59M Buy
247,168
+17,998
+8% +$269K 0.27% 93
2019
Q2 		$3.41M Buy
229,170
+18,948
+9% +$282K 0.26% 98
2019
Q1 		$3.16M Buy
210,222
+21,526
+11% +$316K 0.27% 95
2018
Q4 		$2.7M Buy
188,696
+36,744
+24% +$541K 0.24% 100
2018
Q3 		$2.43M Buy
+151,952
New +$2.42M 0.3% 76
2018
Q2 		– Sell
-383,755
Closed -$5.71M – 196
2018
Q1 		$5.71M Buy
383,755
+238,034
+163% +$3.64M 0.35% 62
2017
Q4 		$2.25M Sell
145,721
-118,341
-45% -$1.8M 0.24% 101
2017
Q3 		$4.04M Sell
264,062
-4,411
-2% -$67.7K 0.66% 35
2017
Q2 		$4.09M Buy
+268,473
New +$4.14M 0.59% 55
2017
Q1 		– Sell
-273,230
Closed -$4.05M – 276
2016
Q4 		$4.05M Sell
273,230
-17,360
-6% -$257K 0.66% 49
2016
Q3 		$4.38M Buy
290,590
+12,901
+5% +$192K 0.62% 47
2016
Q2 		$4.1M Buy
277,689
+141,132
+103% +$2.09M 0.77% 38
2016
Q1 		$1.99M Buy
+136,557
New +$1.95M 0.64% 50
2015
Q4 		– Sell
-108,597
Closed -$1.54M – 98
2015
Q3 		$1.54M Buy
+108,597
New +$1.6M 0.59% 48

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $177M AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mariner Independent Advisor Network's ETV Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 5.8% in Q3 2022, selling an estimated $300K and leaving 328,590 shares worth $4.32M. The position accounts for 0.19% of the portfolio, ranked #133.

Mariner Independent Advisor Network first reported a position in ETV in Q3 2015 and has held it in 26 quarters since. The position peaked at $5.71M in Q1 2018. 145 funds tracked by Wall St. Rank hold ETV as of Q3 2022.

  • Mariner Independent Advisor Network held 328,590 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $4.32M as of Q3 2022.
  • Mariner Independent Advisor Network sold 20,405 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2022, an estimated $300K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.19% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #133 holding.
  • Mariner Independent Advisor Network first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2015 and has held it in 26 quarters since.
  • Mariner Independent Advisor Network's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $5.71M in Q1 2018.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.