OW
ETV

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

Olistico Wealth’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 		$65.5K Sell
4,400
-2,000
-31% -$29.1K 0.03% 147
2026
Q1 		$87.5K Hold
6,400
– – 0.04% 131
2025
Q4 		$91.9K Buy
+6,400
New +$91.5K 0.04% 124
2025
Q3 		– Sell
-7,734
Closed -$107K – 172
2025
Q2 		$107K Hold
7,734
– – 0.06% 125
2025
Q1 		$102K Sell
7,734
-666
-8% -$9.36K 0.06% 124
2024
Q4 		$121K Hold
8,400
– – 0.07% 117
2024
Q3 		$116K Hold
8,400
– – 0.07% 118
2024
Q2 		$115K Buy
+8,400
New +$109K 0.07% 120

Other funds holding ETV

SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
AIFAIM
American Institute for Advanced Investment Management Scottsdale, Arizona $173M AUM 25.3% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Olistico Wealth's ETV Position: Q2 2026 in Review

Olistico Wealth reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 31% in Q2 2026, selling an estimated $29.1K and leaving 4,400 shares worth $65.5K. The position accounts for 0.03% of the portfolio, ranked #147.

Olistico Wealth first reported a position in ETV in Q2 2024 and has held it in 8 quarters since. The position peaked at $121K in Q4 2024. 46 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Olistico Wealth held 4,400 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $65.5K as of Q2 2026.
  • Olistico Wealth sold 2,000 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $29.1K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.03% of Olistico Wealth's portfolio in Q2 2026, its #147 holding.
  • Olistico Wealth first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $121K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.