MWM
ETV

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

MinichMacGregor 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
2023
Q1 		– Sell
-2,000
Closed -$24.6K – 258
2022
Q4 		$24.6K Buy
+2,000
New +$26.4K 0.01% 275

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MinichMacGregor Wealth Management's ETV Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2023, closing a stake of 2,000 shares — an estimated $24.6K sold.

MinichMacGregor Wealth Management first reported a position in ETV in Q4 2022 and held it in 1 quarter. The position peaked at $24.6K in Q4 2022. 145 funds tracked by Wall St. Rank hold ETV as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 2,000 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2023, an estimated $24.6K.
  • MinichMacGregor Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $24.6K in Q4 2022.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.