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

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

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

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 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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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. 192 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.
192 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.