SIS
ETV

Sound Income Strategies’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Sound Income Strategies’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
2024
Q2 		– Sell
-675
Closed -$8.73K – 1410
2024
Q1 		$8.73K Hold
675
– – ﹤0.01% 794
2023
Q4 		$8.32K Hold
675
– – ﹤0.01% 780
2023
Q3 		$8.08K Hold
675
– – ﹤0.01% 633
2023
Q2 		$8.63K Hold
675
– – ﹤0.01% 603
2023
Q1 		$8.53K Hold
675
– – ﹤0.01% 598
2022
Q4 		$8.29K Hold
675
– – ﹤0.01% 561
2022
Q3 		$9K Hold
675
– – ﹤0.01% 482
2022
Q2 		$9K Hold
675
– – ﹤0.01% 481
2022
Q1 		$11K Hold
675
– – ﹤0.01% 449
2021
Q4 		$11K Hold
675
– – ﹤0.01% 459
2021
Q3 		$11K Hold
675
– – ﹤0.01% 438
2021
Q2 		$11K Hold
675
– – ﹤0.01% 454
2021
Q1 		$10.5K Hold
675
– – ﹤0.01% 478
2020
Q4 		$10K Hold
675
– – ﹤0.01% 444
2020
Q3 		$9K Hold
675
– – ﹤0.01% 428
2020
Q2 		$10K Hold
675
– – ﹤0.01% 382
2020
Q1 		$8K Buy
+675
New +$9.39K ﹤0.01% 371

Other funds holding ETV

CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return

Sound Income Strategies's ETV Position: Q2 2024 in Review

Sound Income Strategies sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2024, closing a stake of 675 shares — an estimated $8.73K sold.

Sound Income Strategies first reported a position in ETV in Q1 2020 and held it in 17 quarters. The position peaked at $11K in Q1 2022. 156 funds tracked by Wall St. Rank hold ETV as of Q2 2024.

  • Sound Income Strategies reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Sound Income Strategies sold 675 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2024, an estimated $8.73K.
  • Sound Income Strategies first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2020 and held it in 17 quarters.
  • Sound Income Strategies's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $11K in Q1 2022.
  • 156 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2024.

Based on Sound Income Strategies's 13F filing for Q2 2024, filed 12 Jul 2024.