SWA
ETV

SOA Wealth Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

SOA Wealth Advisors’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 		$18.6K Hold
1,250
– – ﹤0.01% 526
2026
Q1 		$17.1K Hold
1,250
– – ﹤0.01% 517
2025
Q4 		$17.9K Hold
1,250
– – ﹤0.01% 522
2025
Q3 		$17.8K Hold
1,250
– – ﹤0.01% 539
2025
Q2 		$17.3K Hold
1,250
– – ﹤0.01% 528
2025
Q1 		$16.5K Hold
1,250
– – ﹤0.01% 501
2024
Q4 		$18K Hold
1,250
– – ﹤0.01% 467
2024
Q3 		$17.3K Hold
1,250
– – ﹤0.01% 467
2024
Q2 		$17.1K Hold
1,250
– – ﹤0.01% 462
2024
Q1 		$16.2K Hold
1,250
– – ﹤0.01% 468
2023
Q4 		$15.4K Hold
1,250
– – ﹤0.01% 465
2023
Q3 		$15K Hold
1,250
– – ﹤0.01% 469
2023
Q2 		$16K Hold
1,250
– – ﹤0.01% 462
2023
Q1 		$15.8K Hold
1,250
– – ﹤0.01% 464
2022
Q4 		$15.3K Hold
1,250
– – ﹤0.01% 453
2022
Q3 		$16K Hold
1,250
– – ﹤0.01% 426
2022
Q2 		$16K Hold
1,250
– – ﹤0.01% 420
2022
Q1 		$19K Hold
1,250
– – ﹤0.01% 474
2021
Q4 		$20K Hold
1,250
– – ﹤0.01% 446
2021
Q3 		$19K Hold
1,250
– – ﹤0.01% 465
2021
Q2 		$20K Hold
1,250
– – 0.01% 460
2021
Q1 		$19K Hold
1,250
– – 0.01% 414
2020
Q4 		$19K Buy
+1,250
New +$18.1K 0.01% 411

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

SOA Wealth Advisors's ETV Position: Q2 2026 in Review

SOA Wealth Advisors held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q2 2026 at 1,250 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

SOA Wealth Advisors first reported a position in ETV in Q4 2020 and has held it in 23 quarters since. The position peaked at $20K in Q4 2021. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • SOA Wealth Advisors held 1,250 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $18.6K as of Q2 2026.
  • SOA Wealth Advisors 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 ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #526 holding.
  • SOA Wealth Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $20K in Q4 2021.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.