MWA
ETV

Medallion Wealth Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Medallion Wealth Advisors’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 		$101K Hold
7,375
– – 0.03% 352
2025
Q4 		$106K Hold
7,375
– – 0.04% 352
2025
Q3 		$105K Hold
7,375
– – 0.04% 347
2025
Q2 		$102K Buy
7,375
+675
+10% +$8.85K 0.04% 341
2025
Q1 		$88.5K Hold
6,700
– – 0.04% 330
2024
Q4 		$88.5K Buy
+6,700
New +$94.6K 0.04% 323

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $177M AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Medallion Wealth Advisors's ETV Position: Q1 2026 in Review

Medallion Wealth Advisors held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q1 2026 at 7,375 shares worth $101K. The position accounts for 0.03% of the portfolio, ranked #352.

Medallion Wealth Advisors first reported a position in ETV in Q4 2024 and has held it in 6 quarters since. The position peaked at $106K in Q4 2025. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

  • Medallion Wealth Advisors held 7,375 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $101K as of Q1 2026.
  • Medallion Wealth Advisors left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q1 2026.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #352 holding.
  • Medallion Wealth Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $106K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.