Merit Financial Group’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Merit Financial Group’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
2025 Q2	–	Sell	-12,781	Closed	-$169K	–	1716
2025 Q1	$169K	Hold	12,781	–	–	﹤0.01%	1320
2024 Q4	$184K	Buy	12,781 +592	+5%	+$8.36K	﹤0.01%	1104
2024 Q3	$168K	Sell	12,189 -592	-5%	-$7.96K	﹤0.01%	798
2024 Q2	$175K	Hold	12,781	–	–	﹤0.01%	873
2024 Q1	$164K	Hold	12,781	–	–	﹤0.01%	828
2023 Q4	$158K	Buy	12,781 +592	+5%	+$7.16K	﹤0.01%	745
2023 Q3	$146K	Hold	12,189	–	–	﹤0.01%	707
2023 Q2	$156K	Hold	12,189	–	–	0.01%	711
2023 Q1	$154K	Sell	12,189 -1	-0%	-$13	0.01%	597
2022 Q4	$150K	Buy	12,190 +63	+0.5%	+$832	0.01%	643
2022 Q3	$159K	Buy	12,127 +94	+0.8%	+$1.38K	0.01%	526
2022 Q2	$163K	Buy	+12,033	New	+$172K	0.01%	529

Other funds holding ETV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BWG

Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

Merit Financial Group's ETV Position: Q2 2025 in Review

Merit Financial Group sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2025, closing a stake of 12,781 shares — an estimated $169K sold.

Merit Financial Group first reported a position in ETV in Q2 2022 and held it in 12 quarters. The position peaked at $184K in Q4 2024. 185 funds tracked by Wall St. Rank hold ETV as of Q2 2025.

Merit Financial Group reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Merit Financial Group sold 12,781 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2025, an estimated $169K.
Merit Financial Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2022 and held it in 12 quarters.
Merit Financial Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $184K in Q4 2024.
185 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2025.

Based on Merit Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.