TCM
ETV

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

Triumph Capital 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
Q2 		$373K Buy
25,046
+1,518
+6% +$22.1K 0.07% 264
2026
Q1 		$322K Buy
23,528
+4,143
+21% +$59.6K 0.07% 261
2025
Q4 		$278K Sell
19,385
-190
-1% -$2.72K 0.06% 263
2025
Q3 		$279K Sell
19,575
-3,774
-16% -$52.6K 0.07% 258
2025
Q2 		$324K Buy
23,349
+859
+4% +$11.3K 0.1% 212
2025
Q1 		$297K Buy
22,490
+1,862
+9% +$26.2K 0.1% 213
2024
Q4 		$297K Sell
20,628
-1,822
-8% -$25.7K 0.1% 214
2024
Q3 		$310K Sell
22,450
-13,640
-38% -$183K 0.11% 201
2024
Q2 		$493K Sell
36,090
-202
-0.6% -$2.63K 0.19% 126
2024
Q1 		$469K Buy
36,292
+952
+3% +$12.1K 0.19% 120
2023
Q4 		$436K Buy
35,340
+2,612
+8% +$31.6K 0.19% 109
2023
Q3 		$392K Buy
32,728
+92
+0.3% +$1.18K 0.18% 120
2023
Q2 		$417K Buy
+32,636
New +$405K 0.19% 111

Other funds holding ETV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Triumph Capital Management's ETV Position: Q2 2026 in Review

Triumph Capital Management increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 6.5% in Q2 2026, buying an estimated $22.1K and bringing the position to 25,046 shares worth $373K. The position accounts for 0.07% of the portfolio, ranked #264.

Triumph Capital Management first reported a position in ETV in Q2 2023 and has held it in 13 quarters since. The position peaked at $493K in Q2 2024. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Triumph Capital Management held 25,046 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $373K as of Q2 2026.
  • Triumph Capital Management bought 1,518 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $22.1K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.07% of Triumph Capital Management's portfolio in Q2 2026, its #264 holding.
  • Triumph Capital Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2023 and has held it in 13 quarters since.
  • Triumph Capital Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $493K in Q2 2024.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.