OWP
ETV

Obermeyer Wealth Partners’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Obermeyer Wealth Partners’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 		$1.12M Buy
81,633
+12,033
+17% +$173K 0.05% 108
2025
Q4 		$999K Sell
69,600
-10,455
-13% -$149K 0.05% 116
2025
Q3 		$1.14M Sell
80,055
-225
-0.3% -$3.14K 0.05% 99
2025
Q2 		$1.11M Buy
80,280
+5,000
+7% +$65.6K 0.06% 98
2025
Q1 		$994K Sell
75,280
-24,093
-24% -$339K 0.05% 100
2024
Q4 		$1.43M Sell
99,373
-1,439
-1% -$20.3K 0.07% 82
2024
Q3 		$1.39M Buy
100,812
+2,500
+3% +$33.6K 0.07% 89
2024
Q2 		$1.34M Buy
98,312
+18,300
+23% +$238K 0.08% 85
2024
Q1 		$1.03M Buy
80,012
+12,182
+18% +$155K 0.06% 96
2023
Q4 		$836K Buy
67,830
+2,670
+4% +$32.3K 0.06% 83
2023
Q3 		$780K Buy
65,160
+2,663
+4% +$34.1K 0.06% 82
2023
Q2 		$799K Buy
62,497
+4,006
+7% +$49.7K 0.06% 84
2023
Q1 		$739K Buy
58,491
+7,171
+14% +$91.8K 0.06% 84
2022
Q4 		$630K Buy
51,320
+9,386
+22% +$124K 0.05% 98
2022
Q3 		$551K Sell
41,934
-5,102
-11% -$75.1K 0.04% 105
2022
Q2 		$635K Buy
47,036
+883
+2% +$12.6K 0.05% 94
2022
Q1 		$721K Sell
46,153
-1,533
-3% -$24K 0.04% 99
2021
Q4 		$798K Buy
47,686
+9,248
+24% +$152K 0.04% 90
2021
Q3 		$615K Buy
38,438
+219
+0.6% +$3.61K 0.03% 105
2021
Q2 		$622K Hold
38,219
– – 0.03% 110
2021
Q1 		$592K Buy
38,219
+3,597
+10% +$54.8K 0.04% 110
2020
Q4 		$531K Buy
34,622
+9,993
+41% +$145K 0.04% 85
2020
Q3 		$341K Sell
24,629
-6,064
-20% -$86.6K 0.03% 105
2020
Q2 		$433K Buy
30,693
+608
+2% +$8.2K 0.04% 85
2020
Q1 		$363K Buy
30,085
+1,057
+4% +$14.7K 0.04% 81
2019
Q4 		$434K Hold
29,028
– – 0.04% 82
2019
Q3 		$425K Buy
29,028
+2,400
+9% +$35.8K 0.04% 81
2019
Q2 		$400K Buy
26,628
+422
+2% +$6.27K 0.04% 87
2019
Q1 		$394K Sell
26,206
-2,395
-8% -$35.2K 0.04% 85
2018
Q4 		$386K Sell
28,601
-3,862
-12% -$56.9K 0.04% 82
2018
Q3 		$523K Sell
32,463
-3,813
-11% -$60.8K 0.04% 75
2018
Q2 		$560K Sell
36,276
-4,137
-10% -$63K 0.05% 69
2018
Q1 		$602K Sell
40,413
-888
-2% -$13.6K 0.05% 69
2017
Q4 		$635K Buy
41,301
+12,259
+42% +$187K 0.06% 73
2017
Q3 		$445K Sell
29,042
-3,502
-11% -$53.7K 0.04% 83
2017
Q2 		$496K Buy
32,544
+6,232
+24% +$96K 0.04% 79
2017
Q1 		$400K Buy
26,312
+5,882
+29% +$89.6K 0.04% 92
2016
Q4 		$303K Buy
+20,430
New +$303K 0.03% 104

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

Obermeyer Wealth Partners's ETV Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 17% in Q1 2026, buying an estimated $173K and bringing the position to 81,633 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #108.

Obermeyer Wealth Partners first reported a position in ETV in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.43M in Q4 2024. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

  • Obermeyer Wealth Partners held 81,633 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $1.12M as of Q1 2026.
  • Obermeyer Wealth Partners bought 12,033 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $173K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.05% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #108 holding.
  • Obermeyer Wealth Partners first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2016 and has held it in 38 quarters since.
  • Obermeyer Wealth Partners's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $1.43M in Q4 2024.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.