Patriot Financial Group Insurance Agency’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-204	Closed	-$3K	–	876
2022 Q2	$3K	Buy	204 +5	+3%	+$72	﹤0.01%	1630
2022 Q1	$3K	Buy	199 +4	+2%	+$63	﹤0.01%	1761
2021 Q4	$3K	Buy	195 +4	+2%	+$66	﹤0.01%	1853
2021 Q3	$3K	Buy	191 +4	+2%	+$66	﹤0.01%	1836
2021 Q2	$3K	Buy	187 +4	+2%	+$64	﹤0.01%	1776
2021 Q1	$3K	Buy	183 +3	+2%	+$46	﹤0.01%	1684
2020 Q4	$3K	Buy	+180	New	+$2.61K	﹤0.01%	1551

Other funds holding ETV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFP

Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ETV Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2022, closing a stake of 204 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in ETV in Q4 2020 and held it in 7 quarters. The position peaked at $3K in Q2 2022. 145 funds tracked by Wall St. Rank hold ETV as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 204 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2022, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $3K in Q2 2022.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.