Pinnacle Associates
ETV icon

Pinnacle Associates’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Pinnacle Associates’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
Q3 		$167K Hold
11,219
– – ﹤0.01% 930
2026
Q2 		$167K Hold
11,219
– – ﹤0.01% 945
2026
Q1 		$153K Hold
11,219
– – ﹤0.01% 926
2025
Q4 		$161K Hold
11,219
– – ﹤0.01% 910
2025
Q3 		$160K Hold
11,219
– – ﹤0.01% 846
2025
Q2 		$156K Hold
11,219
– – ﹤0.01% 825
2025
Q1 		$148K Hold
11,219
– – ﹤0.01% 801
2024
Q4 		$162K Hold
11,219
– – ﹤0.01% 814
2024
Q3 		$138K Hold
11,219
– – ﹤0.01% 780
2024
Q2 		$153K Hold
11,219
– – ﹤0.01% 788
2024
Q1 		$145K Hold
11,219
– – ﹤0.01% 807
2023
Q4 		$138K Hold
11,219
– – ﹤0.01% 792
2023
Q3 		$134K Hold
11,219
– – ﹤0.01% 775
2023
Q2 		$143K Hold
11,219
– – ﹤0.01% 777
2023
Q1 		$142K Hold
11,219
– – ﹤0.01% 737
2022
Q4 		$138K Hold
11,219
– – ﹤0.01% 727
2022
Q3 		$148K Hold
11,219
– – ﹤0.01% 707
2022
Q2 		$152K Hold
11,219
– – ﹤0.01% 718
2022
Q1 		$175K Hold
11,219
– – ﹤0.01% 759
2021
Q4 		$188K Hold
11,219
– – ﹤0.01% 766
2021
Q3 		$179K Hold
11,219
– – ﹤0.01% 741
2021
Q2 		$183K Hold
11,219
– – ﹤0.01% 743
2021
Q1 		$174K Hold
11,219
– – ﹤0.01% 715
2020
Q4 		$172K Hold
11,219
– – ﹤0.01% 685
2020
Q3 		$155K Hold
11,219
– – ﹤0.01% 653
2020
Q2 		$158K Hold
11,219
– – ﹤0.01% 644
2020
Q1 		$135K Buy
+11,219
New +$156K ﹤0.01% 622

Other funds holding ETV

Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Stableford Capital II
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

Pinnacle Associates's ETV Position: Q3 2026 in Review

Pinnacle Associates held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q3 2026 at 11,219 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Pinnacle Associates first reported a position in ETV in Q1 2020 and has held it in 27 quarters since. The position peaked at $188K in Q4 2021. 47 funds tracked by Wall St. Rank hold ETV as of Q3 2026.

  • Pinnacle Associates held 11,219 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $167K as of Q3 2026.
  • Pinnacle Associates left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q3 2026.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #930 holding.
  • Pinnacle Associates first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2020 and has held it in 27 quarters since.
  • Pinnacle Associates's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $188K in Q4 2021.
  • 47 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.