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

National Wealth Management 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
2024 Q3	–	Sell	-12,024	Closed	-$164K	–	151
2024 Q2	$164K	Sell	12,024 -600	-5%	-$7.8K	0.13%	126
2024 Q1	$163K	Hold	12,624	–	–	0.13%	128
2023 Q4	$156K	Sell	12,624 -700	-5%	-$8.47K	0.15%	128
2023 Q3	$159K	Hold	13,324	–	–	0.17%	122
2023 Q2	$174K	Hold	13,324	–	–	0.18%	124
2023 Q1	$163K	Hold	13,324	–	–	0.19%	129
2022 Q4	$164K	Hold	13,324	–	–	0.2%	131
2022 Q3	$175K	Hold	13,324	–	–	0.23%	118
2022 Q2	$180K	Buy	13,324 +1,050	+9%	+$15K	0.23%	106
2022 Q1	$192K	Buy	+12,274	New	+$192K	0.18%	107

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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

BWG

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

National Wealth Management Group's ETV Position: Q3 2024 in Review

National Wealth Management Group sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2024, closing a stake of 12,024 shares — an estimated $164K sold.

National Wealth Management Group first reported a position in ETV in Q1 2022 and held it in 10 quarters. The position peaked at $192K in Q1 2022. 165 funds tracked by Wall St. Rank hold ETV as of Q3 2024.

National Wealth Management Group reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2024 after selling out during the quarter.
National Wealth Management Group sold 12,024 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2024, an estimated $164K.
National Wealth Management Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2022 and held it in 10 quarters.
National Wealth Management Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $192K in Q1 2022.
165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2024.

Based on National Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.