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

StackStone Wealth’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	$500K	Buy	+33,504	New	+$505K	0.05%	228

Other funds holding ETV

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

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

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

StackStone Wealth's ETV Position: Q3 2026 in Review

StackStone Wealth opened a new position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2026: 33,504 shares worth $500K. The stake represents 0.05% of the portfolio and ranks #228 among its holdings.

60 funds tracked by Wall St. Rank hold ETV as of Q3 2026.

StackStone Wealth held 33,504 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $500K as of Q3 2026.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund was a new StackStone Wealth position in Q3 2026.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.05% of StackStone Wealth's portfolio in Q3 2026, its #228 holding.
60 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.