MWM
ETV

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

Meridian Wealth Management’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 		$1.31M Buy
96,023
+7,531
+9% +$108K 0.05% 310
2025
Q4 		$1.27M Buy
88,492
+5,708
+7% +$81.6K 0.04% 302
2025
Q3 		$1.18M Buy
82,784
+4,323
+6% +$60.3K 0.05% 298
2025
Q2 		$1.09M Buy
78,461
+7,101
+10% +$93.1K 0.05% 292
2025
Q1 		$943K Buy
71,360
+8,923
+14% +$125K 0.05% 305
2024
Q4 		$900K Buy
62,437
+9,694
+18% +$137K 0.04% 305
2024
Q3 		$728K Buy
52,743
+11,374
+27% +$153K 0.04% 342
2024
Q2 		$566K Buy
+41,369
New +$537K 0.07% 162
2024
Q1 		– Sell
-35,942
Closed -$443K – 297
2023
Q4 		$443K Buy
35,942
+403
+1% +$4.88K 0.03% 413
2023
Q3 		$425K Buy
35,539
+8,471
+31% +$108K 0.03% 395
2023
Q2 		$346K Buy
27,068
+3,805
+16% +$47.2K 0.03% 402
2023
Q1 		$294K Buy
23,263
+8,228
+55% +$105K 0.03% 431
2022
Q4 		$185K Buy
15,035
+2,792
+23% +$36.9K 0.02% 490
2022
Q3 		$161K Buy
12,243
+1,200
+11% +$17.7K 0.02% 460
2022
Q2 		$149K Sell
11,043
-139
-1% -$1.99K 0.01% 524
2022
Q1 		$175K Buy
11,182
+205
+2% +$3.21K 0.02% 382
2021
Q4 		$184K Sell
10,977
-1,243
-10% -$20.5K 0.02% 389
2021
Q3 		$195K Sell
12,220
-2,431
-17% -$40K 0.02% 380
2021
Q2 		$239K Buy
14,651
+71
+0.5% +$1.14K 0.03% 342
2021
Q1 		$226K Buy
14,580
+558
+4% +$8.5K 0.03% 323
2020
Q4 		$215K Buy
14,022
+2,115
+18% +$30.6K 0.03% 308
2020
Q3 		$164K Sell
11,907
-56,147
-83% -$802K 0.04% 240
2020
Q2 		$960K Buy
68,054
+5,800
+9% +$78.2K 0.32% 70
2020
Q1 		$750K Buy
+62,254
New +$866K 0.33% 67

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

Meridian Wealth Management's ETV Position: Q1 2026 in Review

Meridian Wealth Management increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 8.5% in Q1 2026, buying an estimated $108K and bringing the position to 96,023 shares worth $1.31M. The position accounts for 0.05% of the portfolio, ranked #310.

Meridian Wealth Management first reported a position in ETV in Q1 2020 and has held it in 24 quarters since. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

  • Meridian Wealth Management held 96,023 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $1.31M as of Q1 2026.
  • Meridian Wealth Management bought 7,531 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $108K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.05% of Meridian Wealth Management's portfolio in Q1 2026, its #310 holding.
  • Meridian Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2020 and has held it in 24 quarters since.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.