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

Principal Securities’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	$8.42M	Sell	615,740 -27,382	-4%	-$394K	0.12%	152
2025 Q4	$9.24M	Sell	643,122 -9,633	-1%	-$138K	0.14%	140
2025 Q3	$9.3M	Buy	652,755 +23,479	+4%	+$327K	0.15%	125
2025 Q2	$8.73M	Buy	629,276 +71,825	+13%	+$942K	0.16%	119
2025 Q1	$8.03M	Buy	557,451 +4,003	+0.7%	+$56.3K	0.18%	112
2024 Q4	$7.98M	Buy	553,448 +22,491	+4%	+$317K	0.18%	112
2024 Q3	$7.33M	Buy	530,957 +14,570	+3%	+$196K	0.18%	108
2024 Q2	$7.06M	Buy	516,387 +26,080	+5%	+$339K	0.19%	93
2024 Q1	$6.34M	Buy	490,307 +47,406	+11%	+$603K	0.2%	103
2023 Q4	$5.46M	Buy	+442,901	New	+$5.36M	0.2%	104

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities's ETV Position: Q1 2026 in Review

Principal Securities reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 4.3% in Q1 2026, selling an estimated $394K and leaving 615,740 shares worth $8.42M. The position accounts for 0.12% of the portfolio, ranked #152.

Principal Securities first reported a position in ETV in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.3M in Q3 2025. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

Principal Securities held 615,740 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $8.42M as of Q1 2026.
Principal Securities sold 27,382 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $394K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.12% of Principal Securities's portfolio in Q1 2026, its #152 holding.
Principal Securities first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $9.3M in Q3 2025.
181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.