SBL
ETV

Sargent Bickham Lagudis’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$9.66K Hold
787
– – ﹤0.01% 731
2022
Q3 		$10K Hold
787
– – ﹤0.01% 686
2022
Q2 		$11K Hold
787
– – ﹤0.01% 681
2022
Q1 		$12K Hold
787
– – ﹤0.01% 687
2021
Q4 		$13K Hold
787
– – ﹤0.01% 668
2021
Q3 		$13K Buy
+787
New +$13K ﹤0.01% 670
2016
Q2 		– Sell
-6,081
Closed -$89K – 729
2016
Q1 		$89K Buy
+6,081
New +$86.7K 0.01% 287

Other funds holding ETV

AWA
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Morgan Stanley
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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return