Prevail Innovative Wealth Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Prevail Innovative 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	–	Sell	-153,023	Closed	-$2.2M	–	196
2025 Q4	$2.2M	Buy	153,023 +9,478	+7%	+$135K	0.39%	89
2025 Q3	$2.05M	Buy	143,545 +29,310	+26%	+$409K	0.4%	90
2025 Q2	$1.58M	Buy	114,235 +15,465	+16%	+$203K	0.36%	103
2025 Q1	$1.3M	Buy	98,770 +21,964	+29%	+$309K	0.35%	96
2024 Q4	$1.11M	Buy	76,806 +25,981	+51%	+$367K	0.32%	97
2024 Q3	$701K	Buy	50,825 +13,026	+34%	+$175K	0.21%	108
2024 Q2	$517K	Buy	+37,799	New	+$491K	0.18%	112

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

Prevail Innovative Wealth Advisors's ETV Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2026, closing a stake of 153,023 shares — an estimated $2.2M sold.

Prevail Innovative Wealth Advisors first reported a position in ETV in Q2 2024 and held it in 7 quarters. The position peaked at $2.2M in Q4 2025. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

Prevail Innovative Wealth Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 153,023 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $2.2M.
Prevail Innovative Wealth Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2024 and held it in 7 quarters.
Prevail Innovative Wealth Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $2.2M in Q4 2025.
181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.