SGI
ETV

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

Summit Global Investments’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
Q1 		– Sell
-10,429
Closed -$150K – 497
2025
Q4 		$150K Hold
10,429
– – 0.01% 473
2025
Q3 		$149K Sell
10,429
-2,571
-20% -$35.8K 0.01% 458
2025
Q2 		$180K Hold
13,000
– – 0.01% 454
2025
Q1 		$172K Buy
+13,000
New +$183K 0.01% 420

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Global Investments's ETV Position: Q1 2026 in Review

Summit Global Investments sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2026, closing a stake of 10,429 shares — an estimated $150K sold.

Summit Global Investments first reported a position in ETV in Q1 2025 and held it in 4 quarters. The position peaked at $180K in Q2 2025. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

  • Summit Global Investments reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Summit Global Investments sold 10,429 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $150K.
  • Summit Global Investments first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2025 and held it in 4 quarters.
  • Summit Global Investments's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $180K in Q2 2025.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.