OWA
ETV

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

Outlook Wealth 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
2026
Q2 		$1.79M Buy
120,224
+258
+0.2% +$3.75K 0.39% 60
2026
Q1 		$1.64M Buy
119,966
+168
+0.1% +$2.42K 0.4% 55
2025
Q4 		$1.72M Sell
119,798
-4,175
-3% -$59.7K 0.39% 51
2025
Q3 		$1.77M Sell
123,973
-12,659
-9% -$177K 0.44% 49
2025
Q2 		$1.9M Sell
136,632
-2,492
-2% -$32.7K 0.49% 41
2025
Q1 		$1.84M Buy
139,124
+34,113
+32% +$479K 0.51% 39
2024
Q4 		$1.51M Sell
105,011
-4,484
-4% -$63.3K 0.43% 45
2024
Q3 		$1.51M Sell
109,495
-2,169
-2% -$29.2K 0.43% 44
2024
Q2 		$1.53M Buy
111,664
+69,016
+162% +$897K 0.48% 40
2024
Q1 		$551K Buy
42,648
+347
+0.8% +$4.42K 0.17% 128
2023
Q4 		$522K Sell
42,301
-2,644
-6% -$32K 0.18% 119
2023
Q3 		$538K Hold
44,945
– – 0.21% 119
2023
Q2 		$574K Hold
44,945
– – 0.22% 118
2023
Q1 		$568K Sell
44,945
-1,831
-4% -$23.4K 0.25% 103
2022
Q4 		$574K Sell
46,776
-36,536
-44% -$483K 0.27% 98
2022
Q3 		$1.09M Buy
83,312
+512
+0.6% +$7.54K 0.49% 48
2022
Q2 		$1.12M Sell
82,800
-33,045
-29% -$473K 0.46% 57
2022
Q1 		$1.81M Buy
115,845
+3,342
+3% +$52.3K 0.61% 31
2021
Q4 		$1.88M Sell
112,503
-6,764
-6% -$112K 0.55% 39
2021
Q3 		$1.91M Buy
119,267
+13,743
+13% +$226K 0.62% 39
2021
Q2 		$1.72M Buy
105,524
+9,229
+10% +$148K 0.55% 45
2021
Q1 		$1.49M Sell
96,295
-12,086
-11% -$184K 0.52% 51
2020
Q4 		$1.66M Buy
108,381
+22,993
+27% +$333K 0.61% 44
2020
Q3 		$1.18M Sell
85,388
-3,893
-4% -$55.6K 0.47% 58
2020
Q2 		$1.26M Buy
+89,281
New +$1.2M 0.53% 50
2020
Q1 		– Sell
-112,642
Closed -$1.68M – 163
2019
Q4 		$1.68M Buy
112,642
+10,266
+10% +$153K 0.95% 26
2019
Q3 		$1.5M Buy
102,376
+41,361
+68% +$618K 0.89% 31
2019
Q2 		$916K Buy
61,015
+14,508
+31% +$216K 0.6% 40
2019
Q1 		$698K Sell
46,507
-22,973
-33% -$338K 0.58% 46
2018
Q4 		$937K Buy
+69,480
New +$1.02M 0.43% 55

Other funds holding ETV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Outlook Wealth Advisors's ETV Position: Q2 2026 in Review

Outlook Wealth Advisors increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 0.22% in Q2 2026, buying an estimated $3.75K and bringing the position to 120,224 shares worth $1.79M. The position accounts for 0.39% of the portfolio, ranked #60.

Outlook Wealth Advisors first reported a position in ETV in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.91M in Q3 2021. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Outlook Wealth Advisors held 120,224 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $1.79M as of Q2 2026.
  • Outlook Wealth Advisors bought 258 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $3.75K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.39% of Outlook Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Outlook Wealth Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2018 and has held it in 30 quarters since.
  • Outlook Wealth Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $1.91M in Q3 2021.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.