Principle Wealth Partners’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Principle Wealth Partners’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 Q2	$190K	Hold	12,800	–	–	0.01%	393
2026 Q1	$175K	Hold	12,800	–	–	0.01%	373
2025 Q4	$184K	Hold	12,800	–	–	0.01%	365
2025 Q3	$182K	Hold	12,800	–	–	0.01%	354
2025 Q2	$178K	Hold	12,800	–	–	0.01%	352
2025 Q1	$169K	Hold	12,800	–	–	0.01%	335
2024 Q4	$184K	Hold	12,800	–	–	0.01%	329
2024 Q3	$177K	Buy	+12,800	New	+$172K	0.01%	334
2024 Q2	–	Sell	-12,800	Closed	-$166K	–	330
2024 Q1	$166K	Hold	12,800	–	–	0.01%	341
2023 Q4	$158K	Hold	12,800	–	–	0.01%	333
2023 Q3	$153K	Hold	12,800	–	–	0.02%	317
2023 Q2	$164K	Hold	12,800	–	–	0.02%	320
2023 Q1	$162K	Hold	12,800	–	–	0.02%	312
2022 Q4	$157K	Hold	12,800	–	–	0.02%	309
2022 Q3	$168	Hold	12,800	–	–	0.02%	288
2022 Q2	$173K	Hold	12,800	–	–	0.02%	298
2022 Q1	$200K	Hold	12,800	–	–	0.02%	311
2021 Q4	$214K	Hold	12,800	–	–	0.02%	305
2021 Q3	$205K	Hold	12,800	–	–	0.02%	300
2021 Q2	$208K	Hold	12,800	–	–	0.02%	304
2021 Q1	$198K	Hold	12,800	–	–	0.02%	283
2020 Q4	$196K	Sell	12,800 -9,000	-41%	-$130K	0.03%	266
2020 Q3	$301K	Hold	21,800	–	–	0.08%	122
2020 Q2	$308K	Hold	21,800	–	–	0.09%	115
2020 Q1	$263K	Buy	+21,800	New	+$303K	0.1%	116

Other funds holding ETV

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PFP

Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return

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

BWG

Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Principle Wealth Partners's ETV Position: Q2 2026 in Review

Principle Wealth Partners held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q2 2026 at 12,800 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #393.

Principle Wealth Partners first reported a position in ETV in Q1 2020 and has held it in 25 quarters since. The position peaked at $308K in Q2 2020. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

Principle Wealth Partners held 12,800 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $190K as of Q2 2026.
Principle Wealth Partners left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #393 holding.
Principle Wealth Partners first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2020 and has held it in 25 quarters since.
Principle Wealth Partners's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $308K in Q2 2020.
192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.