McCarter Private Wealth Services’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

McCarter Private Wealth Services’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	$355K	Buy	23,852 +10,492	+79%	+$153K	0.12%	129
2026 Q1	$183K	Sell	13,360 -10,664	-44%	-$153K	0.08%	170
2025 Q4	$345K	Sell	24,024 -1	-0%	-$14	0.16%	118
2025 Q3	$342K	Hold	24,025	–	–	0.18%	100
2025 Q2	$333K	Buy	+24,025	New	+$315K	0.19%	90
2025 Q1	–	Sell	-25,666	Closed	-$370K	–	104
2024 Q4	$370K	Sell	25,666 -2,070	-7%	-$29.2K	0.23%	74
2024 Q3	$383K	Buy	+27,736	New	+$373K	0.24%	71

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

McCarter Private Wealth Services's ETV Position: Q2 2026 in Review

McCarter Private Wealth Services increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 79% in Q2 2026, buying an estimated $153K and bringing the position to 23,852 shares worth $355K. The position accounts for 0.12% of the portfolio, ranked #129.

McCarter Private Wealth Services first reported a position in ETV in Q3 2024 and has held it in 7 quarters since. The position peaked at $383K in Q3 2024. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

McCarter Private Wealth Services held 23,852 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $355K as of Q2 2026.
McCarter Private Wealth Services bought 10,492 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $153K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.12% of McCarter Private Wealth Services's portfolio in Q2 2026, its #129 holding.
McCarter Private Wealth Services first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2024 and has held it in 7 quarters since.
McCarter Private Wealth Services's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $383K in Q3 2024.
192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.