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 Q3	$5.75M	Sell	385,399 -686	-0.2%	-$10.3K	1.8%	12
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

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

FFN

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

WAAG

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

SCI

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

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Sims Investment Management's ETV Position: Q3 2026 in Review

Sims Investment Management reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 0.18% in Q3 2026, selling an estimated $10.3K and leaving 385,399 shares worth $5.75M. The position accounts for 1.8% of the portfolio, ranked #12.

Sims Investment Management first reported a position in ETV in Q4 2024 and has held it in 8 quarters since. 22 funds tracked by Wall St. Rank hold ETV as of Q3 2026.

Sims Investment Management held 385,399 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $5.75M as of Q3 2026.
Sims Investment Management sold 686 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2026, an estimated $10.3K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 1.8% of Sims Investment Management's portfolio in Q3 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 8 quarters since.
22 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.