SWASL
ETV

Spartan Wealth Advisory Services LLC’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$619K Hold
41,625
– – 0.05% 204
2026
Q1 		$569K Buy
+41,625
New +$599K 0.05% 201

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Morgan Stanley
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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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's ETV Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q2 2026 at 41,625 shares worth $619K. The position accounts for 0.05% of the portfolio, ranked #204.

Spartan Wealth Advisory Services LLC first reported a position in ETV in Q1 2026 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 41,625 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $619K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC 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 0.05% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #204 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2026 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.