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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sargent Bickham Lagudis's ETV Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q4 2022 at 787 shares worth $9.66K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Sargent Bickham Lagudis first reported a position in ETV in Q1 2016 and has held it in 7 quarters since. The position peaked at $89K in Q1 2016. 152 funds tracked by Wall St. Rank hold ETV as of Q4 2022.

Sargent Bickham Lagudis held 787 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $9.66K as of Q4 2022.
Sargent Bickham Lagudis left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q4 2022.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #731 holding.
Sargent Bickham Lagudis first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2016 and has held it in 7 quarters since.
Sargent Bickham Lagudis's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $89K in Q1 2016.
152 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.