Mosaic Family Wealth Partners’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Mosaic Family Wealth Partners’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	$152K	Hold	10,213	–	–	0.01%	425
2026 Q1	$140K	Hold	10,213	–	–	0.01%	282
2025 Q4	$147K	Hold	10,213	–	–	0.02%	237
2025 Q3	$145K	Hold	10,213	–	–	0.02%	231
2025 Q2	$142K	Hold	10,213	–	–	0.02%	224
2025 Q1	$135K	Buy	+10,213	New	+$144K	0.02%	211

Other funds holding ETV

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

BWG

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mosaic Family Wealth Partners's ETV Position: Q2 2026 in Review

Mosaic Family Wealth Partners held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q2 2026 at 10,213 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #425.

Mosaic Family Wealth Partners first reported a position in ETV in Q1 2025 and has held it in 6 quarters since. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

Mosaic Family Wealth Partners held 10,213 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $152K as of Q2 2026.
Mosaic Family Wealth Partners left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.01% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #425 holding.
Mosaic Family Wealth Partners first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.