OIA
ETV

Optimum Investment Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Optimum Investment Advisors’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
2022
Q4 		– Sell
-600
Closed -$8K – 785
2022
Q3 		$8K Hold
600
– – ﹤0.01% 604
2022
Q2 		$8K Hold
600
– – ﹤0.01% 624
2022
Q1 		$9K Buy
+600
New +$9.39K ﹤0.01% 657

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Optimum Investment Advisors's ETV Position: Q4 2022 in Review

Optimum Investment Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2022, closing a stake of 600 shares — an estimated $8K sold.

Optimum Investment Advisors first reported a position in ETV in Q1 2022 and held it in 3 quarters. The position peaked at $9K in Q1 2022. 152 funds tracked by Wall St. Rank hold ETV as of Q4 2022.

  • Optimum Investment Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 600 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2022, an estimated $8K.
  • Optimum Investment Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2022 and held it in 3 quarters.
  • Optimum Investment Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $9K in Q1 2022.
  • 152 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.