Oliver Lagore Vanvalin Investment Group’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$39.6K	Buy	+3,000	New	+$39.4K	0.02%	276
2024 Q4	$43.2K	Hold	3,000	–	–	0.01%	272
2024 Q3	$41.4K	Hold	3,000	–	–	0.01%	265
2024 Q2	$41K	Buy	3,000 +2,000	+200%	+$26K	0.01%	259
2024 Q1	$12.9K	Hold	1,000	–	–	﹤0.01%	384
2023 Q4	$12.3K	Hold	1,000	–	–	﹤0.01%	384
2023 Q3	$12K	Hold	1,000	–	–	﹤0.01%	411
2023 Q2	$12.8K	Hold	1,000	–	–	﹤0.01%	429
2023 Q1	$12.6K	Buy	+1,000	New	+$12.8K	0.01%	355

Other funds holding ETV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BWG

Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's ETV Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2025: 3,000 shares worth $39.6K. The stake represents 0.02% of the portfolio and ranks #276 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in ETV as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in ETV in Q1 2023 and has held it in 9 quarters since. The position peaked at $43.2K in Q4 2024. 185 funds tracked by Wall St. Rank hold ETV as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 3,000 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $39.6K as of Q2 2025.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #276 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2023 and has held it in 9 quarters since.
Oliver Lagore Vanvalin Investment Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $43.2K in Q4 2024.
185 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.