SPC
ETV

Sigma Planning Corp’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Sigma Planning Corp’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 		$185K Buy
+12,410
New +$181K ﹤0.01% 1346
2025
Q2 		– Sell
-12,153
Closed -$161K – 1270
2025
Q1 		$161K Sell
12,153
-4,534
-27% -$63.7K 0.01% 1133
2024
Q4 		$240K Buy
16,687
+3,597
+27% +$50.8K 0.01% 1014
2024
Q3 		$181K Buy
+13,090
New +$176K 0.01% 1142
2016
Q2 		– Sell
-11,600
Closed -$171K – 712
2016
Q1 		$171K Sell
11,600
-8,554
-42% -$122K 0.02% 621
2015
Q4 		$308K Buy
+20,154
New +$302K 0.04% 444

Other funds holding ETV

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

Sigma Planning Corp's ETV Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2026: 12,410 shares worth $185K. The stake represents ﹤0.01% of the portfolio and ranks #1346 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in ETV as recently as Q1 2025.

Sigma Planning Corp first reported a position in ETV in Q4 2015 and has held it in 6 quarters since. The position peaked at $308K in Q4 2015. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Sigma Planning Corp held 12,410 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $185K as of Q2 2026.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund was a new Sigma Planning Corp position in Q2 2026.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1346 holding.
  • Sigma Planning Corp first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2015 and has held it in 6 quarters since.
  • Sigma Planning Corp's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $308K in Q4 2015.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.