PFS
ETV

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

Prospera Financial Services’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 		$991K Buy
66,563
+5,894
+10% +$85.7K 0.01% 772
2026
Q1 		$829K Buy
60,669
+10,883
+22% +$157K 0.01% 796
2025
Q4 		$715K Buy
49,786
+31,926
+179% +$456K 0.01% 802
2025
Q3 		$255K Sell
17,860
-855
-5% -$11.9K ﹤0.01% 1206
2025
Q2 		$260K Buy
18,715
+381
+2% +$5K ﹤0.01% 1163
2025
Q1 		$242K Sell
18,334
-13,209
-42% -$186K 0.01% 1061
2024
Q4 		$455K Buy
31,543
+625
+2% +$8.82K 0.01% 770
2024
Q3 		$427K Buy
30,918
+642
+2% +$8.63K 0.01% 777
2024
Q2 		$414K Buy
30,276
+2,001
+7% +$26K 0.01% 785
2024
Q1 		$366K Buy
28,275
+1,623
+6% +$20.7K 0.01% 825
2023
Q4 		$329K Buy
26,652
+623
+2% +$7.54K 0.01% 808
2023
Q3 		$312K Buy
26,029
+574
+2% +$7.34K 0.01% 789
2023
Q2 		$325K Buy
25,455
+576
+2% +$7.15K 0.01% 761
2023
Q1 		$314K Buy
24,879
+535
+2% +$6.85K 0.01% 766
2022
Q4 		$299K Buy
+24,344
New +$322K 0.02% 705
2022
Q3 		– Sell
-1,616
Closed -$22K – 1060
2022
Q2 		$22K Sell
1,616
-681
-30% -$9.75K ﹤0.01% 1187
2022
Q1 		$36K Buy
+2,297
New +$35.9K ﹤0.01% 1504
2020
Q4 		– Sell
-800
Closed -$11K – 925
2020
Q3 		$11K Buy
+800
New +$11.4K ﹤0.01% 1085
2014
Q4 		– Sell
-56,046
Closed -$831K – 298
2014
Q3 		$831K Buy
+56,046
New +$843K 0.22% 65

Other funds holding ETV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
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
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
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prospera Financial Services's ETV Position: Q2 2026 in Review

Prospera Financial Services increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 9.7% in Q2 2026, buying an estimated $85.7K and bringing the position to 66,563 shares worth $991K. The position accounts for 0.01% of the portfolio, ranked #772.

Prospera Financial Services first reported a position in ETV in Q3 2014 and has held it in 19 quarters since. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Prospera Financial Services held 66,563 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $991K as of Q2 2026.
  • Prospera Financial Services bought 5,894 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $85.7K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #772 holding.
  • Prospera Financial Services first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2014 and has held it in 19 quarters since.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.