SWP
ETV

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

Strategic Wealth Partners’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 		$4.71K Buy
316
+16
+5% +$233 ﹤0.01% 1070
2026
Q1 		$4.1K Buy
300
+213
+245% +$3.06K ﹤0.01% 1066
2025
Q4 		$1.25K Buy
+87
New +$1.24K ﹤0.01% 1257

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

Strategic Wealth Partners's ETV Position: Q2 2026 in Review

Strategic Wealth Partners increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 5.3% in Q2 2026, buying an estimated $233 and bringing the position to 316 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Strategic Wealth Partners first reported a position in ETV in Q4 2025 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Strategic Wealth Partners held 316 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $4.71K as of Q2 2026.
  • Strategic Wealth Partners bought 16 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $233.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1070 holding.
  • Strategic Wealth Partners first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.