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

Principal Financial Group’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
2021 Q2	–	Sell	-26,422	Closed	-$409K	–	2617
2021 Q1	$409K	Buy	26,422 +1,093	+4%	+$16.6K	﹤0.01%	2200
2020 Q4	$389K	Buy	25,329 +461	+2%	+$6.68K	﹤0.01%	2181
2020 Q3	$344K	Buy	24,868 +2,486	+11%	+$35.5K	﹤0.01%	2101
2020 Q2	$316K	Sell	22,382 -1,851	-8%	-$24.9K	﹤0.01%	2075
2020 Q1	$292K	Sell	24,233 -249	-1%	-$3.46K	﹤0.01%	1972
2019 Q4	$366K	Sell	24,482 -1,117	-4%	-$16.7K	﹤0.01%	2007
2019 Q3	$375K	Buy	25,599 +5,811	+29%	+$86.8K	﹤0.01%	2008
2019 Q2	$297K	Buy	+19,788	New	+$294K	﹤0.01%	2066

Other funds holding ETV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Principal Financial Group's ETV Position: Q2 2021 in Review

Principal Financial Group sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2021, closing a stake of 26,422 shares — an estimated $409K sold.

Principal Financial Group first reported a position in ETV in Q2 2019 and held it in 8 quarters. The position peaked at $409K in Q1 2021. 143 funds tracked by Wall St. Rank hold ETV as of Q2 2021.

Principal Financial Group reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2021 after selling out during the quarter.
Principal Financial Group sold 26,422 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2021, an estimated $409K.
Principal Financial Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2019 and held it in 8 quarters.
Principal Financial Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $409K in Q1 2021.
143 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2021.

Based on Principal Financial Group's 13F filing for Q2 2021, filed 10 Aug 2021.