PA
ETV

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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Associates's ETV Position: Q1 2026 in Review

Pinnacle Associates held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q1 2026 at 11,219 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Pinnacle Associates first reported a position in ETV in Q1 2020 and has held it in 25 quarters since. The position peaked at $188K in Q4 2021. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

  • Pinnacle Associates held 11,219 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $153K as of Q1 2026.
  • Pinnacle Associates left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q1 2026.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #926 holding.
  • Pinnacle Associates first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2020 and has held it in 25 quarters since.
  • Pinnacle Associates's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $188K in Q4 2021.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.