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 Q3	$519K	Buy	+34,789	New	+$524K	0.17%	114
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

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Shaker Financial Services's ETV Position: Q3 2026 in Review

Shaker Financial Services opened a new position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2026: 34,789 shares worth $519K. The stake represents 0.17% of the portfolio and ranks #114 among its holdings. This is a return to the name: Shaker Financial Services previously reported a position in ETV as recently as Q1 2026.

Shaker Financial Services first reported a position in ETV in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.05M in Q2 2024. 62 funds tracked by Wall St. Rank hold ETV as of Q3 2026.

Shaker Financial Services held 34,789 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $519K as of Q3 2026.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund was a new Shaker Financial Services position in Q3 2026.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.17% of Shaker Financial Services's portfolio in Q3 2026, its #114 holding.
Shaker Financial Services first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2023 and has held it in 13 quarters since.
Shaker Financial Services's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $5.05M in Q2 2024.
62 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.