SF
ETV

Summit Financial’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Summit Financial’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 		$574K Sell
38,604
-699
-2% -$10.2K 0.01% 1041
2026
Q1 		$537K Sell
39,303
-425
-1% -$6.11K 0.01% 970
2025
Q4 		$570K Sell
39,728
-2,200
-5% -$31.4K 0.01% 848
2025
Q3 		$597K Hold
41,928
– – 0.01% 834
2025
Q2 		$582K Buy
+41,928
New +$550K 0.01% 540

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

Summit Financial's ETV Position: Q2 2026 in Review

Summit Financial reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 1.8% in Q2 2026, selling an estimated $10.2K and leaving 38,604 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #1041.

Summit Financial first reported a position in ETV in Q2 2025 and has held it in 5 quarters since. The position peaked at $597K in Q3 2025. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Summit Financial held 38,604 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $574K as of Q2 2026.
  • Summit Financial sold 699 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $10.2K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1041 holding.
  • Summit Financial first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
  • Summit Financial's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $597K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.