TCBWMS
ETV

Texas Capital Bank Wealth Management Services’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Texas Capital Bank Wealth Management 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 		$2.19M Hold
159,923
– – 0.13% 90
2025
Q4 		$2.3M Buy
159,923
+25,293
+19% +$362K 0.13% 81
2025
Q3 		$1.92M Buy
134,630
+24,611
+22% +$343K 0.16% 69
2025
Q2 		$1.53M Buy
+110,019
New +$1.44M 0.14% 75
2024
Q4 		– Sell
-17,227
Closed -$238K – 182
2024
Q3 		$238K Sell
17,227
-10,303
-37% -$139K 0.02% 172
2024
Q2 		$376K Hold
27,530
– – 0.04% 133
2024
Q1 		$356K Hold
27,530
– – 0.04% 141
2023
Q4 		$339K Sell
27,530
-4,633
-14% -$56K 0.04% 137
2023
Q3 		$385K Sell
32,163
-26,369
-45% -$337K 0.05% 138
2023
Q2 		$748K Sell
58,532
-8,444
-13% -$105K 0.08% 106
2023
Q1 		$846K Hold
66,976
– – 0.1% 92
2022
Q4 		$822K Sell
66,976
-47,129
-41% -$623K 0.1% 91
2022
Q3 		$1.5M Sell
114,105
-18,159
-14% -$267K 0.19% 64
2022
Q2 		$1.79M Sell
132,264
-21,910
-14% -$314K 0.21% 59
2022
Q1 		$2.41M Buy
154,174
+22,933
+17% +$359K 0.22% 57
2021
Q4 		$2.2M Buy
131,241
+46,445
+55% +$766K 0.19% 58
2021
Q3 		$1.36M Buy
84,796
+8,192
+11% +$135K 0.14% 69
2021
Q2 		$1.25M Buy
76,604
+3,653
+5% +$58.6K 0.16% 70
2021
Q1 		$1.13M Buy
72,951
+6,599
+10% +$100K 0.16% 70
2020
Q4 		$1.02M Sell
66,352
-5,727
-8% -$83K 0.15% 71
2020
Q3 		$997K Buy
72,079
+934
+1% +$13.3K 0.16% 80
2020
Q2 		$1M Buy
71,145
+31,774
+81% +$428K 0.22% 59
2020
Q1 		$475K Buy
39,371
+11,224
+40% +$156K 0.14% 74
2019
Q4 		$421K Buy
+28,147
New +$420K 0.09% 88

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

Texas Capital Bank Wealth Management Services's ETV Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q1 2026 at 159,923 shares worth $2.19M. The position accounts for 0.13% of the portfolio, ranked #90.

Texas Capital Bank Wealth Management Services first reported a position in ETV in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.41M in Q1 2022. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 159,923 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $2.19M as of Q1 2026.
  • Texas Capital Bank Wealth Management Services left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q1 2026.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.13% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #90 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2019 and has held it in 24 quarters since.
  • Texas Capital Bank Wealth Management Services's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $2.41M in Q1 2022.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.