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
Q2 		$10K Sell
675
-6,700
-91% -$97.5K ﹤0.01% 739
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Medallion Wealth Advisors's ETV Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 91% in Q2 2026, selling an estimated $97.5K and leaving 675 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Medallion Wealth Advisors first reported a position in ETV in Q4 2024 and has held it in 7 quarters since. The position peaked at $106K in Q4 2025. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Medallion Wealth Advisors held 675 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $10K as of Q2 2026.
  • Medallion Wealth Advisors sold 6,700 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $97.5K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #739 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 7 quarters since.
  • Medallion Wealth Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $106K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.