RIA
ETV

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

Rhodes Investment 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
2026
Q2 		$164K Buy
11,000
+250
+2% +$3.64K 0.12% 121
2026
Q1 		$147K Buy
10,750
+750
+8% +$10.8K 0.13% 111
2025
Q4 		$144K Buy
+10,000
New +$143K 0.12% 112

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

Rhodes Investment Advisors's ETV Position: Q2 2026 in Review

Rhodes Investment Advisors increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 2.3% in Q2 2026, buying an estimated $3.64K and bringing the position to 11,000 shares worth $164K. The position accounts for 0.12% of the portfolio, ranked #121.

Rhodes Investment Advisors first reported a position in ETV in Q4 2025 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Rhodes Investment Advisors held 11,000 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $164K as of Q2 2026.
  • Rhodes Investment Advisors bought 250 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $3.64K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.12% of Rhodes Investment Advisors's portfolio in Q2 2026, its #121 holding.
  • Rhodes Investment Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Rhodes Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.