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

Sims Investment 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	$5.74M	Sell	386,085 -1,844	-0.5%	-$26.8K	1.78%	12
2026 Q1	$5.3M	Sell	387,929 -982	-0.3%	-$14.1K	1.95%	10
2025 Q4	$5.58M	Sell	388,911 -5,310	-1%	-$75.9K	1.97%	10
2025 Q3	$5.62M	Buy	394,221 +1,480	+0.4%	+$20.6K	2.03%	10
2025 Q2	$5.45M	Sell	392,741 -3,176	-0.8%	-$41.7K	2.19%	10
2025 Q1	$5.23M	Buy	395,917 +2,901	+0.7%	+$40.8K	2.34%	11
2024 Q4	$5.66M	Buy	+393,016	New	+$5.55M	3.2%	8

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

Sims Investment Management's ETV Position: Q2 2026 in Review

Sims Investment Management reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 0.48% in Q2 2026, selling an estimated $26.8K and leaving 386,085 shares worth $5.74M. The position accounts for 1.78% of the portfolio, ranked #12.

Sims Investment Management first reported a position in ETV in Q4 2024 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

Sims Investment Management held 386,085 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $5.74M as of Q2 2026.
Sims Investment Management sold 1,844 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $26.8K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 1.78% of Sims Investment Management's portfolio in Q2 2026, its #12 holding.
Sims Investment Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

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