NFA
ETV

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

Northwest Financial 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
2024
Q4 		– Sell
-1,700
Closed -$23.5K – 238
2024
Q3 		$23.5K Buy
+1,700
New +$22.9K 0.02% 303
2024
Q1 		– Sell
-1,700
Closed -$21K – 218
2023
Q4 		$21K Buy
+1,700
New +$20.6K 0.02% 295

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Northwest Financial Advisors's ETV Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2024, closing a stake of 1,700 shares — an estimated $23.5K sold.

Northwest Financial Advisors first reported a position in ETV in Q4 2023 and held it in 2 quarters. The position peaked at $23.5K in Q3 2024. 177 funds tracked by Wall St. Rank hold ETV as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,700 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2024, an estimated $23.5K.
  • Northwest Financial Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $23.5K in Q3 2024.
  • 177 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.