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ETV

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

NewEdge 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
Q2 		$996K Buy
66,958
+3,570
+6% +$51.9K ﹤0.01% 1664
2026
Q1 		$867K Sell
63,388
-3,933
-6% -$56.6K ﹤0.01% 1588
2025
Q4 		$967K Sell
67,321
-4,027
-6% -$57.6K ﹤0.01% 1513
2025
Q3 		$1.02M Sell
71,348
-657
-0.9% -$9.16K ﹤0.01% 1392
2025
Q2 		$999K Buy
72,005
+38,967
+118% +$511K 0.01% 1295
2025
Q1 		$436K Sell
33,038
-200
-0.6% -$2.81K ﹤0.01% 1657
2024
Q4 		$479K Sell
33,238
-6,425
-16% -$90.7K ﹤0.01% 1587
2024
Q3 		$547K Sell
39,663
-1,600
-4% -$21.5K ﹤0.01% 1428
2024
Q2 		$564K Buy
41,263
+13,349
+48% +$173K ﹤0.01% 1342
2024
Q1 		$361K Buy
27,914
+1,700
+6% +$21.6K ﹤0.01% 1539
2023
Q4 		$324K Sell
26,214
-6,553
-20% -$79.3K ﹤0.01% 1512
2023
Q3 		$392K Buy
32,767
+5,449
+20% +$69.7K ﹤0.01% 1290
2023
Q2 		$349K Buy
27,318
+1,351
+5% +$16.8K ﹤0.01% 1392
2023
Q1 		$313K Buy
25,967
+3,893
+18% +$49.8K ﹤0.01% 1355
2022
Q4 		$271K Buy
22,074
+2,411
+12% +$31.9K 0.01% 1051
2022
Q3 		$259K Buy
19,663
+329
+2% +$4.84K ﹤0.01% 1267
2022
Q2 		$261K Buy
19,334
+2,127
+12% +$30.4K ﹤0.01% 1267
2022
Q1 		$269K Buy
17,207
+1,912
+13% +$29.9K ﹤0.01% 969
2021
Q4 		$256K Buy
+15,295
New +$252K ﹤0.01% 1407

Other funds holding ETV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
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
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
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors's ETV Position: Q2 2026 in Review

NewEdge Advisors increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 5.6% in Q2 2026, buying an estimated $51.9K and bringing the position to 66,958 shares worth $996K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

NewEdge Advisors first reported a position in ETV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.02M in Q3 2025. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • NewEdge Advisors held 66,958 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $996K as of Q2 2026.
  • NewEdge Advisors bought 3,570 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $51.9K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1664 holding.
  • NewEdge Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $1.02M in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.