SIAS
ETV

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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $177M AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Investment Advisory Services's ETV Position: Q1 2026 in Review

Summit Investment Advisory Services increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 2.1% in Q1 2026, buying an estimated $5.51K and bringing the position to 18,451 shares worth $252K. The position accounts for 0.09% of the portfolio, ranked #69.

Summit Investment Advisory Services first reported a position in ETV in Q4 2022 and has held it in 13 quarters since. The position peaked at $259K in Q4 2025. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

  • Summit Investment Advisory Services held 18,451 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $252K as of Q1 2026.
  • Summit Investment Advisory Services bought 383 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $5.51K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.09% of Summit Investment Advisory Services's portfolio in Q1 2026, its #69 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 13 quarters since.
  • Summit Investment Advisory Services's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $259K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.