SAM
ETV

Shikiar Asset Management’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Shikiar Asset Management’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 		$343K Hold
23,075
– – 0.09% 87
2026
Q1 		$315K Hold
23,075
– – 0.09% 80
2025
Q4 		$331K Hold
23,075
– – 0.08% 77
2025
Q3 		$329K Buy
+23,075
New +$322K 0.08% 81

Other funds holding ETV

SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
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
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 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

Shikiar Asset Management's ETV Position: Q2 2026 in Review

Shikiar Asset Management held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q2 2026 at 23,075 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #87.

Shikiar Asset Management first reported a position in ETV in Q3 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Shikiar Asset Management held 23,075 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $343K as of Q2 2026.
  • Shikiar Asset Management left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q2 2026.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.09% of Shikiar Asset Management's portfolio in Q2 2026, its #87 holding.
  • Shikiar Asset Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.