Stolper & Co’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Stolper & Co’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	$155K	Hold	10,394	–	–	0.04%	90
2026 Q2	$155K	Sell	10,394 -3,257	-24%	-$47.4K	0.04%	91
2026 Q1	$2.46M	Buy	13,651 +3,257	+31%	+$46.8K	0.7%	44
2025 Q4	$149K	Sell	10,394 -158	-1%	-$2.26K	0.04%	89
2025 Q3	$150K	Buy	+10,552	New	+$147K	0.05%	89

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

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

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 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

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

SWL

STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

Stolper & Co's ETV Position: Q3 2026 in Review

Stolper & Co held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q3 2026 at 10,394 shares worth $155K. The position accounts for 0.04% of the portfolio, ranked #90.

Stolper & Co first reported a position in ETV in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.46M in Q1 2026. 42 funds tracked by Wall St. Rank hold ETV as of Q3 2026.

Stolper & Co held 10,394 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $155K as of Q3 2026.
Stolper & Co left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q3 2026.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.04% of Stolper & Co's portfolio in Q3 2026, its #90 holding.
Stolper & Co first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2025 and has held it in 5 quarters since.
Stolper & Co's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $2.46M in Q1 2026.
42 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2026.

Based on Stolper & Co's 13F filing for Q3 2026, filed 13 Oct 2026.