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 Q3	$287K	Buy	19,224 +6,814	+55%	+$103K	0.01%	1084
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

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

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

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

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

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

Sigma Planning Corp's ETV Position: Q3 2026 in Review

Sigma Planning Corp increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 55% in Q3 2026, buying an estimated $103K and bringing the position to 19,224 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #1084.

Sigma Planning Corp first reported a position in ETV in Q4 2015 and has held it in 7 quarters since. The position peaked at $308K in Q4 2015. 47 funds tracked by Wall St. Rank hold ETV as of Q3 2026.

Sigma Planning Corp held 19,224 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $287K as of Q3 2026.
Sigma Planning Corp bought 6,814 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2026, an estimated $103K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1084 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 7 quarters since.
Sigma Planning Corp's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $308K in Q4 2015.
47 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.