SFS
ETV

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

Shaker Financial Services’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
-21,325
Closed -$292K – 155
2026
Q1 		$292K Sell
21,325
-202,328
-90% -$2.91M 0.1% 129
2025
Q4 		$3.21M Sell
223,653
-98,951
-31% -$1.41M 1.02% 28
2025
Q3 		$4.6M Buy
322,604
+119,578
+59% +$1.67M 1.58% 15
2025
Q2 		$2.82M Buy
203,026
+129,408
+176% +$1.7M 1.02% 30
2025
Q1 		$972K Sell
73,618
-118,883
-62% -$1.67M 0.38% 87
2024
Q4 		$2.77M Sell
192,501
-108,801
-36% -$1.54M 1.06% 27
2024
Q3 		$4.16M Sell
301,302
-68,273
-18% -$918K 1.57% 18
2024
Q2 		$5.05M Buy
369,575
+10,789
+3% +$140K 2.04% 9
2024
Q1 		$4.64M Buy
358,786
+76,808
+27% +$977K 1.8% 11
2023
Q4 		$3.48M Buy
281,978
+135,463
+92% +$1.64M 1.43% 18
2023
Q3 		$1.75M Buy
146,515
+51,182
+54% +$655K 0.82% 45
2023
Q2 		$1.22M Buy
+95,333
New +$1.18M 0.53% 66

Other funds holding ETV

PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

Shaker Financial Services's ETV Position: Q2 2026 in Review

Shaker Financial Services sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2026, closing a stake of 21,325 shares — an estimated $292K sold.

Shaker Financial Services first reported a position in ETV in Q2 2023 and held it in 12 quarters. The position peaked at $5.05M in Q2 2024. 30 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Shaker Financial Services reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Shaker Financial Services sold 21,325 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $292K.
  • Shaker Financial Services first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2023 and held it in 12 quarters.
  • Shaker Financial Services's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $5.05M in Q2 2024.
  • 30 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.