MA
ETV

Mutual Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Mutual 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
Q1 		$1.5M Buy
109,492
+131
+0.1% +$1.88K 0.03% 458
2025
Q4 		$1.57M Buy
109,361
+1,053
+1% +$15.1K 0.03% 424
2025
Q3 		$1.54M Sell
108,308
-3,648
-3% -$50.9K 0.03% 436
2025
Q2 		$1.54M Sell
111,956
-12,489
-10% -$164K 0.04% 376
2025
Q1 		$1.6M Buy
124,445
+822
+0.7% +$11.6K 0.05% 338
2024
Q4 		$1.76M Buy
123,623
+1,729
+1% +$24.4K 0.05% 310
2024
Q3 		$1.69M Buy
121,894
+1,284
+1% +$17.3K 0.05% 317
2024
Q2 		$1.61M Sell
120,610
-773
-0.6% -$10K 0.05% 326
2024
Q1 		$1.57M Buy
121,383
+1,548
+1% +$19.7K 0.05% 334
2023
Q4 		$1.48M Sell
119,835
-2,046
-2% -$24.7K 0.05% 340
2023
Q3 		$1.46M Sell
121,881
-5,512
-4% -$70.5K 0.06% 320
2023
Q2 		$1.63M Sell
127,393
-1,511
-1% -$18.7K 0.06% 303
2023
Q1 		$1.63M Sell
128,904
-2,006
-2% -$25.7K 0.07% 292
2022
Q4 		$1.61M Sell
130,910
-9,894
-7% -$131K 0.07% 281
2022
Q3 		$1.85M Sell
140,804
-8,968
-6% -$132K 0.1% 207
2022
Q2 		$2.02M Buy
149,772
+1,947
+1% +$27.9K 0.13% 179
2022
Q1 		$2.31M Sell
147,825
-10,533
-7% -$165K 0.13% 185
2021
Q4 		$2.65M Buy
158,358
+200
+0.1% +$3.3K 0.14% 176
2021
Q3 		$2.53M Buy
158,158
+2,153
+1% +$35.4K 0.15% 172
2021
Q2 		$2.54M Buy
156,005
+2,280
+1% +$36.6K 0.15% 171
2021
Q1 		$2.38M Buy
153,725
+3,194
+2% +$48.6K 0.16% 155
2020
Q4 		$2.31M Buy
150,531
+321
+0.2% +$4.65K 0.17% 138
2020
Q3 		$2.08M Buy
150,210
+3,024
+2% +$43.2K 0.18% 135
2020
Q2 		$2.08M Buy
147,186
+2,404
+2% +$32.4K 0.2% 122
2020
Q1 		$1.75M Buy
144,782
+1,614
+1% +$22.5K 0.24% 108
2019
Q4 		$2.14M Sell
143,168
-541
-0.4% -$8.07K 0.23% 111
2019
Q3 		$2.1M Buy
143,709
+4,625
+3% +$69.1K 0.28% 88
2019
Q2 		$2.09M Buy
139,084
+2,951
+2% +$43.9K 0.27% 81
2019
Q1 		$2.04M Buy
136,133
+2,659
+2% +$39.1K 0.3% 74
2018
Q4 		$1.8M Buy
133,474
+2,119
+2% +$31.2K 0.35% 67
2018
Q3 		$2.12M Buy
131,355
+2,788
+2% +$44.5K 0.32% 67
2018
Q2 		$1.99M Buy
128,567
+2,682
+2% +$40.9K 0.45% 50
2018
Q1 		$1.87M Buy
125,885
+2,767
+2% +$42.3K 0.47% 42
2017
Q4 		$1.89M Buy
+123,118
New +$1.87M 0.71% 30

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

Mutual Advisors's ETV Position: Q1 2026 in Review

Mutual Advisors increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 0.12% in Q1 2026, buying an estimated $1.88K and bringing the position to 109,492 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #458.

Mutual Advisors first reported a position in ETV in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.65M in Q4 2021. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

  • Mutual Advisors held 109,492 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $1.5M as of Q1 2026.
  • Mutual Advisors bought 131 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $1.88K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.03% of Mutual Advisors's portfolio in Q1 2026, its #458 holding.
  • Mutual Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2017 and has held it in 34 quarters since.
  • Mutual Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $2.65M in Q4 2021.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.