SW
ETV

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

SteelPeak 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
Q2 		$635K Buy
42,685
+777
+2% +$11.3K 0.02% 391
2026
Q1 		$573K Sell
41,908
-147
-0.3% -$2.11K 0.02% 364
2025
Q4 		$604K Buy
42,055
+439
+1% +$6.28K 0.02% 332
2025
Q3 		$593K Sell
41,616
-508
-1% -$7.08K 0.02% 365
2025
Q2 		$584K Sell
42,124
-2,312
-5% -$30.3K 0.02% 342
2025
Q1 		$587K Buy
44,436
+274
+0.6% +$3.85K 0.02% 321
2024
Q4 		$636K Buy
44,162
+995
+2% +$14K 0.03% 308
2024
Q3 		$596K Buy
43,167
+195
+0.5% +$2.62K 0.03% 282
2024
Q2 		$587K Sell
42,972
-163
-0.4% -$2.12K 0.03% 289
2024
Q1 		$558K Buy
43,135
+3,542
+9% +$45.1K 0.03% 283
2023
Q4 		$488K Buy
39,593
+10,606
+37% +$128K 0.03% 279
2023
Q3 		$347K Sell
28,987
-2,523
-8% -$32.3K 0.02% 308
2023
Q2 		$403K Buy
31,510
+1,182
+4% +$14.7K 0.02% 276
2023
Q1 		$383K Buy
30,328
+3,494
+13% +$44.7K 0.03% 270
2022
Q4 		$330K Buy
26,834
+2,939
+12% +$38.8K 0.02% 297
2022
Q3 		$314K Buy
23,895
+1,884
+9% +$27.7K 0.02% 315
2022
Q2 		$297K Buy
22,011
+1,514
+7% +$21.7K 0.02% 319
2022
Q1 		$320K Buy
20,497
+181
+0.9% +$2.83K 0.02% 344
2021
Q4 		$340K Buy
20,316
+178
+0.9% +$2.94K 0.02% 311
2021
Q3 		$322K Buy
20,138
+89
+0.4% +$1.47K 0.02% 321
2021
Q2 		$326K Sell
20,049
-73
-0.4% -$1.17K 0.02% 325
2021
Q1 		$312K Sell
20,122
-1,553
-7% -$23.6K 0.02% 297
2020
Q4 		$333K Sell
21,675
-2,272
-9% -$32.9K 0.03% 250
2020
Q3 		$331K Buy
23,947
+273
+1% +$3.9K 0.04% 204
2020
Q2 		$334K Sell
23,674
-40,135
-63% -$541K 0.04% 193
2020
Q1 		$770K Sell
63,809
-1,063
-2% -$14.8K 0.12% 120
2019
Q4 		$970K Buy
+64,872
New +$968K 0.13% 131

Other funds holding ETV

SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

SteelPeak Wealth's ETV Position: Q2 2026 in Review

SteelPeak Wealth increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 1.9% in Q2 2026, buying an estimated $11.3K and bringing the position to 42,685 shares worth $635K. The position accounts for 0.02% of the portfolio, ranked #391.

SteelPeak Wealth first reported a position in ETV in Q4 2019 and has held it in 27 quarters since. The position peaked at $970K in Q4 2019. 42 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • SteelPeak Wealth held 42,685 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $635K as of Q2 2026.
  • SteelPeak Wealth bought 777 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $11.3K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #391 holding.
  • SteelPeak Wealth first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $970K in Q4 2019.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.