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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return