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

Spire Wealth 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	$7.7K	Hold	517	–	–	﹤0.01%	1722
2026 Q1	$7.07K	Hold	517	–	–	﹤0.01%	1735
2025 Q4	$7.43K	Hold	517	–	–	﹤0.01%	1812
2025 Q3	$7.37K	Hold	517	–	–	﹤0.01%	1866
2025 Q2	$7.18K	Hold	517	–	–	﹤0.01%	1830
2025 Q1	$6.84K	Hold	517	–	–	﹤0.01%	1969
2024 Q4	$7.46K	Hold	517	–	–	﹤0.01%	1929
2024 Q3	$7.14K	Hold	517	–	–	﹤0.01%	1734
2024 Q2	$7.07K	Hold	517	–	–	﹤0.01%	1741
2024 Q1	$6.69K	Hold	517	–	–	﹤0.01%	1852
2023 Q4	$6.45K	Hold	517	–	–	﹤0.01%	1888
2023 Q3	$6.19K	Hold	517	–	–	﹤0.01%	1878
2023 Q2	$6.61K	Hold	517	–	–	﹤0.01%	1931
2023 Q1	$6.54K	Hold	517	–	–	﹤0.01%	1975
2022 Q4	$6K	Hold	517	–	–	﹤0.01%	1770
2022 Q3	$7K	Hold	517	–	–	﹤0.01%	1649
2022 Q2	$7K	Hold	517	–	–	﹤0.01%	2020
2022 Q1	$8K	Sell	517 -7,263	-93%	-$114K	﹤0.01%	2096
2021 Q4	$130K	Buy	+7,780	New	+$128K	﹤0.01%	1294
2021 Q3	–	Sell	-1,618	Closed	-$26K	–	2589
2021 Q2	$26K	Sell	1,618 -8,167	-83%	-$131K	﹤0.01%	1765
2021 Q1	$150K	Buy	+9,785	New	+$149K	﹤0.01%	1192

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

Spire Wealth Management's ETV Position: Q2 2026 in Review

Spire Wealth Management held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q2 2026 at 517 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

Spire Wealth Management first reported a position in ETV in Q1 2021 and has held it in 21 quarters since. The position peaked at $150K in Q1 2021. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

Spire Wealth Management held 517 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $7.7K as of Q2 2026.
Spire Wealth Management 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 Spire Wealth Management's portfolio in Q2 2026, its #1722 holding.
Spire Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2021 and has held it in 21 quarters since.
Spire Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $150K in Q1 2021.
192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.