&Partners’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

&Partners’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	$417K	Buy	30,527 +170	+0.6%	+$2.44K	﹤0.01%	1798
2025 Q4	$436K	Sell	30,357 -641	-2%	-$9.16K	﹤0.01%	1704
2025 Q3	$442K	Sell	30,998 -948	-3%	-$13.2K	﹤0.01%	1530
2025 Q2	$443K	Buy	31,946 +9,251	+41%	+$121K	﹤0.01%	1412
2025 Q1	$302K	Hold	22,695	–	–	﹤0.01%	1410
2024 Q4	$327K	Hold	22,695	–	–	﹤0.01%	1285
2024 Q3	$313K	Buy	22,695 +1,945	+9%	+$26.2K	0.01%	1079
2024 Q2	$284K	Sell	20,750 -1,469	-7%	-$19.1K	0.01%	730
2024 Q1	$287K	Hold	22,219	–	–	0.04%	374
2023 Q4	$274K	Hold	22,219	–	–	0.07%	224
2023 Q3	$266K	Sell	22,219 -1,200	-5%	-$15.3K	0.12%	136
2023 Q2	$299K	Buy	+23,419	New	+$291K	0.13%	128

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

&Partners's ETV Position: Q1 2026 in Review

&Partners increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 0.56% in Q1 2026, buying an estimated $2.44K and bringing the position to 30,527 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

&Partners first reported a position in ETV in Q2 2023 and has held it in 12 quarters since. The position peaked at $443K in Q2 2025. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

&Partners held 30,527 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $417K as of Q1 2026.
&Partners bought 170 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $2.44K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1798 holding.
&Partners first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2023 and has held it in 12 quarters since.
&Partners's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $443K in Q2 2025.
181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.