TWA
ETV

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

TCI Wealth Advisors’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
2023
Q2 		– Sell
-1,298
Closed -$16.4K – 862
2023
Q1 		$16.4K Buy
1,298
+1,000
+336% +$12.8K ﹤0.01% 809
2022
Q4 		$3.66K Hold
298
– – ﹤0.01% 1737
2022
Q3 		$4K Buy
+298
New +$4.39K ﹤0.01% 1592
2021
Q3 		– Sell
-4,225
Closed -$69K – 2432
2021
Q2 		$69K Hold
4,225
– – 0.01% 331
2021
Q1 		$65K Buy
+4,225
New +$64.3K 0.03% 309
2017
Q3 		– Sell
-3,040
Closed -$46K – 1339
2017
Q2 		$46K Buy
+3,040
New +$46.8K 0.02% 320
2014
Q1 		– Sell
-2,350
Closed -$33K – 892
2013
Q4 		$33K Buy
+2,350
New +$31.8K 0.02% 287

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $177M AUM 20.72% 1-Year Est. Return