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 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	Buy	46,507 +39,559	+569%	+$581K	0.58%	46
2018 Q4	$937K	Buy	+6,948	New	+$102K	0.43%	55

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

BWG

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

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

Outlook Wealth Advisors's ETV Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 0.14% in Q1 2026, buying an estimated $2.42K and bringing the position to 119,966 shares worth $1.64M. The position accounts for 0.4% of the portfolio, ranked #55.

Outlook Wealth Advisors first reported a position in ETV in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.91M in Q3 2021. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

Outlook Wealth Advisors held 119,966 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $1.64M as of Q1 2026.
Outlook Wealth Advisors bought 168 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $2.42K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.4% of Outlook Wealth Advisors's portfolio in Q1 2026, its #55 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 29 quarters since.
Outlook Wealth Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $1.91M in Q3 2021.
181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.