TWM
ETV

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

TCFG Wealth 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
2026
Q1 		$213K Sell
15,590
-1,300
-8% -$18.7K 0.08% 257
2025
Q4 		$243K Hold
16,890
– – 0.09% 221
2025
Q3 		$241K Hold
16,890
– – 0.09% 221
2025
Q2 		$234K Sell
16,890
-455
-3% -$5.97K 0.11% 222
2025
Q1 		$229K Hold
17,345
– – 0.12% 205
2024
Q4 		$250K Hold
17,345
– – 0.13% 183
2024
Q3 		$239K Buy
+17,345
New +$233K 0.12% 187

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

TCFG Wealth Management's ETV Position: Q1 2026 in Review

TCFG Wealth Management reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 7.7% in Q1 2026, selling an estimated $18.7K and leaving 15,590 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #257.

TCFG Wealth Management first reported a position in ETV in Q3 2024 and has held it in 7 quarters since. The position peaked at $250K in Q4 2024. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

  • TCFG Wealth Management held 15,590 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $213K as of Q1 2026.
  • TCFG Wealth Management sold 1,300 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $18.7K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.08% of TCFG Wealth Management's portfolio in Q1 2026, its #257 holding.
  • TCFG Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $250K in Q4 2024.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.