RFA
ETV

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

Register Financial 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
2024
Q3 		– Sell
-750
Closed -$10.3K – 440
2024
Q2 		$10.3K Hold
750
– – 0.01% 533
2024
Q1 		$9.7K Buy
+750
New +$9.54K 0.01% 550
2023
Q4 		– Sell
-750
Closed -$8.98K – 414
2023
Q3 		$8.98K Hold
750
– – 0.01% 423
2023
Q2 		$9.59K Hold
750
– – 0.01% 410
2023
Q1 		$9.47K Hold
750
– – 0.01% 408
2022
Q4 		$9.21K Buy
+750
New +$9.91K 0.01% 623

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PS
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

Register Financial Advisors's ETV Position: Q3 2024 in Review

Register Financial Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2024, closing a stake of 750 shares — an estimated $10.3K sold.

Register Financial Advisors first reported a position in ETV in Q4 2022 and held it in 6 quarters. The position peaked at $10.3K in Q2 2024. 165 funds tracked by Wall St. Rank hold ETV as of Q3 2024.

  • Register Financial Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 750 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2024, an estimated $10.3K.
  • Register Financial Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2022 and held it in 6 quarters.
  • Register Financial Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $10.3K in Q2 2024.
  • 165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.