SWP
ETV

Semus Wealth Partners’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Semus Wealth Partners’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
-11,244
Closed -$154K – 126
2024
Q2 		$154K Sell
11,244
-1,114
-9% -$14.5K 0.12% 114
2024
Q1 		$160K Sell
12,358
-625
-5% -$7.95K 0.13% 123
2023
Q4 		$160K Buy
12,983
+66
+0.5% +$798 0.13% 125
2023
Q3 		$155K Sell
12,917
-790
-6% -$10.1K 0.14% 111
2023
Q2 		$175K Buy
13,707
+67
+0.5% +$831 0.16% 113
2023
Q1 		$172K Buy
13,640
+60
+0.4% +$768 0.19% 106
2022
Q4 		$167K Buy
+13,580
New +$179K 0.2% 105

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

Semus Wealth Partners's ETV Position: Q3 2024 in Review

Semus Wealth Partners sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2024, closing a stake of 11,244 shares — an estimated $154K sold.

Semus Wealth Partners first reported a position in ETV in Q4 2022 and held it in 7 quarters. The position peaked at $175K in Q2 2023. 165 funds tracked by Wall St. Rank hold ETV as of Q3 2024.

  • Semus Wealth Partners reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Semus Wealth Partners sold 11,244 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2024, an estimated $154K.
  • Semus Wealth Partners first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2022 and held it in 7 quarters.
  • Semus Wealth Partners's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $175K in Q2 2023.
  • 165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2024.

Based on Semus Wealth Partners's 13F filing for Q3 2024, filed 7 Nov 2024.