SAM
ETV

Synergy Asset Management’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-685
Closed -$9.45K – 297
2024
Q4 		$9.45K Buy
+685
New +$9.67K ﹤0.01% 478

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Synergy Asset Management's ETV Position: Q1 2025 in Review

Synergy Asset Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2025, closing a stake of 685 shares — an estimated $9.45K sold.

Synergy Asset Management first reported a position in ETV in Q4 2024 and held it in 1 quarter. The position peaked at $9.45K in Q4 2024. 177 funds tracked by Wall St. Rank hold ETV as of Q1 2025.

  • Synergy Asset Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 685 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2025, an estimated $9.45K.
  • Synergy Asset Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $9.45K in Q4 2024.
  • 177 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.