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

Summit Investment Advisory Services’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	$280K	Buy	18,826 +375	+2%	+$5.46K	0.07%	72
2026 Q1	$252K	Buy	18,451 +383	+2%	+$5.51K	0.09%	69
2025 Q4	$259K	Buy	18,068 +366	+2%	+$5.23K	0.1%	69
2025 Q3	$252K	Buy	17,702 +370	+2%	+$5.16K	0.1%	66
2025 Q2	$240K	Buy	17,332 +380	+2%	+$4.98K	0.1%	64
2025 Q1	$224K	Buy	16,952 +345	+2%	+$4.85K	0.11%	64
2024 Q4	$239K	Buy	16,607 +343	+2%	+$4.84K	0.12%	63
2024 Q3	$224K	Buy	+16,264	New	+$219K	0.12%	62
2024 Q2	–	Sell	-15,555	Closed	-$201K	–	54
2024 Q1	$201K	Buy	15,555 +340	+2%	+$4.33K	0.12%	66
2023 Q4	$188K	Buy	15,215 +356	+2%	+$4.31K	0.12%	61
2023 Q3	$178K	Buy	14,859 +328	+2%	+$4.2K	0.13%	52
2023 Q2	$186K	Buy	14,531 +231	+2%	+$2.87K	0.12%	55
2023 Q1	$181K	Buy	14,300 +34	+0.2%	+$435	0.13%	51
2022 Q4	$175K	Buy	+14,266	New	+$188K	0.21%	49

Other funds holding ETV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit Investment Advisory Services's ETV Position: Q2 2026 in Review

Summit Investment Advisory Services increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 2% in Q2 2026, buying an estimated $5.46K and bringing the position to 18,826 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #72.

Summit Investment Advisory Services first reported a position in ETV in Q4 2022 and has held it in 14 quarters since. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

Summit Investment Advisory Services held 18,826 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $280K as of Q2 2026.
Summit Investment Advisory Services bought 375 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $5.46K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.07% of Summit Investment Advisory Services's portfolio in Q2 2026, its #72 holding.
Summit Investment Advisory Services first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2022 and has held it in 14 quarters since.
192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.