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

Tradition 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	-2,577	Closed	-$34K	–	1176
2022 Q3	$34K	Buy	2,577 +58	+2%	+$854	0.01%	617
2022 Q2	$34K	Buy	2,519 +56	+2%	+$802	﹤0.01%	541
2022 Q1	$38K	Buy	2,463 +50	+2%	+$782	﹤0.01%	574
2021 Q4	$40K	Buy	2,413 +49	+2%	+$808	0.01%	583
2021 Q3	$38K	Buy	2,364 +47	+2%	+$774	0.01%	580
2021 Q2	$38K	Buy	2,317 +48	+2%	+$770	0.01%	603
2021 Q1	$35K	Buy	2,269 +49	+2%	+$746	0.01%	513
2020 Q4	$34K	Buy	+2,220	New	+$32.2K	0.01%	481

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

Tradition Wealth Management's ETV Position: Q4 2022 in Review

Tradition Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2022, closing a stake of 2,577 shares — an estimated $34K sold.

Tradition Wealth Management first reported a position in ETV in Q4 2020 and held it in 8 quarters. The position peaked at $40K in Q4 2021. 152 funds tracked by Wall St. Rank hold ETV as of Q4 2022.

Tradition Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2022 after selling out during the quarter.
Tradition Wealth Management sold 2,577 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2022, an estimated $34K.
Tradition Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2020 and held it in 8 quarters.
Tradition Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $40K in Q4 2021.
152 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2022.

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