SFA
ETV

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

Sequoia 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
2026
Q2 		– Sell
-15,900
Closed -$217K – 2194
2026
Q1 		$217K Buy
+15,900
New +$229K ﹤0.01% 1747

Other funds holding ETV

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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

Sequoia Financial Advisors's ETV Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2026, closing a stake of 15,900 shares — an estimated $217K sold.

Sequoia Financial Advisors first reported a position in ETV in Q1 2026 and held it in 1 quarter. The position peaked at $217K in Q1 2026. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 15,900 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $217K.
  • Sequoia Financial Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2026 and held it in 1 quarter.
  • Sequoia Financial Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $217K in Q1 2026.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.