OWA
ETB

Opal Wealth Advisors’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Opal Wealth Advisors’s Portfolio ETB Stock Details ETB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-26,876
Closed -$430K – 130
2021
Q3 		$430K Buy
+26,876
New +$444K 0.41% 34

Other funds holding ETB

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GC
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Opal Wealth Advisors's ETB Position: Q4 2021 in Review

Opal Wealth Advisors sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q4 2021, closing a stake of 26,876 shares — an estimated $430K sold.

Opal Wealth Advisors first reported a position in ETB in Q3 2021 and held it in 1 quarter. The position peaked at $430K in Q3 2021. 62 funds tracked by Wall St. Rank hold ETB as of Q4 2021.

  • Opal Wealth Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q4 2021 after selling out during the quarter.
  • Opal Wealth Advisors sold 26,876 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q4 2021, an estimated $430K.
  • Opal Wealth Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q3 2021 and held it in 1 quarter.
  • Opal Wealth Advisors's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $430K in Q3 2021.
  • 62 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q4 2021.

Based on Opal Wealth Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.