SPIA
ETV

Steward Partners Investment Advisory’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Steward Partners Investment Advisory’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 		$6.51M Buy
437,539
+14,008
+3% +$204K 0.03% 475
2026
Q1 		$5.79M Buy
423,531
+87,542
+26% +$1.26M 0.03% 462
2025
Q4 		$4.82M Buy
335,989
+9,621
+3% +$138K 0.03% 483
2025
Q3 		$4.65M Buy
326,368
+49,036
+18% +$684K 0.03% 486
2025
Q2 		$3.85M Buy
277,332
+38,917
+16% +$510K 0.03% 497
2025
Q1 		$3.15M Buy
238,415
+217,684
+1,050% +$3.06M 0.03% 522
2024
Q4 		$299K Buy
20,731
+1,288
+7% +$18.2K ﹤0.01% 1411
2024
Q3 		$268K Buy
19,443
+3,023
+18% +$40.7K ﹤0.01% 1378
2024
Q2 		$224K Buy
16,420
+2,748
+20% +$35.7K ﹤0.01% 1389
2024
Q1 		$177K Sell
13,672
-130
-0.9% -$1.65K ﹤0.01% 1497
2023
Q4 		$170K Buy
13,802
+1,318
+11% +$15.9K ﹤0.01% 1442
2023
Q3 		$149K Sell
12,484
-1,451
-10% -$18.6K ﹤0.01% 1409
2023
Q2 		$178K Buy
13,935
+3,011
+28% +$37.4K ﹤0.01% 1340
2023
Q1 		$138K Buy
10,924
+441
+4% +$5.65K ﹤0.01% 1443
2022
Q4 		$129K Sell
10,483
-1,963
-16% -$25.9K ﹤0.01% 1444
2022
Q3 		$164K Buy
12,446
+232
+2% +$3.42K ﹤0.01% 1284
2022
Q2 		$165K Buy
12,214
+1,774
+17% +$25.4K ﹤0.01% 1277
2022
Q1 		$163K Hold
10,440
– – ﹤0.01% 1379
2021
Q4 		$175K Sell
10,440
-300
-3% -$4.95K ﹤0.01% 1368
2021
Q3 		$172K Hold
10,740
– – ﹤0.01% 1324
2021
Q2 		$175K Sell
10,740
-10,455
-49% -$168K ﹤0.01% 1640
2021
Q1 		$328K Buy
21,195
+10,455
+97% +$159K 0.01% 1053
2020
Q4 		$165K Buy
10,740
+870
+9% +$12.6K ﹤0.01% 1149
2020
Q3 		$137K Sell
9,870
-280
-3% -$4K ﹤0.01% 1087
2020
Q2 		$143K Buy
10,150
+1,500
+17% +$20.2K ﹤0.01% 996
2020
Q1 		$104K Buy
8,650
+4,300
+99% +$59.8K ﹤0.01% 982
2019
Q4 		$65K Hold
4,350
– – ﹤0.01% 1290
2019
Q3 		$63K Hold
4,350
– – ﹤0.01% 1267
2019
Q2 		$65K Buy
+4,350
New +$64.6K ﹤0.01% 1236
2018
Q4 		– Sell
-2,800
Closed -$45K – 1175
2018
Q3 		$45K Hold
2,800
– – ﹤0.01% 1234
2018
Q2 		$43K Buy
2,800
+700
+33% +$10.7K ﹤0.01% 1157
2018
Q1 		$31K Hold
2,100
– – ﹤0.01% 1177
2017
Q4 		$32K Buy
+2,100
New +$32K ﹤0.01% 973

Other funds holding ETV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Bank of America
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
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

Steward Partners Investment Advisory's ETV Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 3.3% in Q2 2026, buying an estimated $204K and bringing the position to 437,539 shares worth $6.51M. The position accounts for 0.03% of the portfolio, ranked #475.

Steward Partners Investment Advisory first reported a position in ETV in Q4 2017 and has held it in 33 quarters since. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Steward Partners Investment Advisory held 437,539 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $6.51M as of Q2 2026.
  • Steward Partners Investment Advisory bought 14,008 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $204K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #475 holding.
  • Steward Partners Investment Advisory first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2017 and has held it in 33 quarters since.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.