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

Total Clarity 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
2022 Q4	–	Sell	-14,900	Closed	-$196K	–	238
2022 Q3	$196K	Buy	14,900 +3,400	+30%	+$50.1K	0.12%	223
2022 Q2	$155K	Sell	11,500 -650	-5%	-$9.3K	0.08%	245
2022 Q1	$190K	Sell	12,150 -110	-0.9%	-$1.72K	0.1%	215
2021 Q4	$205K	Sell	12,260 -4,947	-29%	-$81.6K	0.09%	212
2021 Q3	$275K	Sell	17,207 -25	-0.1%	-$412	0.13%	170
2021 Q2	$281K	Sell	17,232 -1,433	-8%	-$23K	0.16%	169
2021 Q1	$289K	Hold	18,665	–	–	0.17%	136
2020 Q4	$287K	Sell	18,665 -1,592	-8%	-$23.1K	0.2%	118
2020 Q3	$280K	Sell	20,257 -12,350	-38%	-$176K	0.24%	102
2020 Q2	$460K	Sell	32,607 -127,678	-80%	-$1.72M	0.42%	65
2020 Q1	$1.93M	Sell	160,285 -13,194	-8%	-$184K	2.99%	7
2019 Q4	$2.59M	Buy	+173,479	New	+$2.59M	1.95%	10

Other funds holding ETV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Total Clarity Wealth Management's ETV Position: Q4 2022 in Review

Total Clarity Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2022, closing a stake of 14,900 shares — an estimated $196K sold.

Total Clarity Wealth Management first reported a position in ETV in Q4 2019 and held it in 12 quarters. The position peaked at $2.59M in Q4 2019. 152 funds tracked by Wall St. Rank hold ETV as of Q4 2022.

Total Clarity Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 14,900 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2022, an estimated $196K.
Total Clarity Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2019 and held it in 12 quarters.
Total Clarity Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $2.59M in Q4 2019.
152 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2022.

Based on Total Clarity Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.