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 Q3	$65.6K	Hold	4,400	–	–	0.03%	147
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

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

Olistico Wealth's ETV Position: Q3 2026 in Review

Olistico Wealth held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q3 2026 at 4,400 shares worth $65.6K. 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 9 quarters since. The position peaked at $121K in Q4 2024. 47 funds tracked by Wall St. Rank hold ETV as of Q3 2026.

Olistico Wealth held 4,400 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $65.6K as of Q3 2026.
Olistico Wealth left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q3 2026.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.03% of Olistico Wealth's portfolio in Q3 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 9 quarters since.
Olistico Wealth's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $121K in Q4 2024.
47 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.