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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Triumph Capital Management's ETV Position: Q1 2026 in Review

Triumph Capital Management increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 21% in Q1 2026, buying an estimated $59.6K and bringing the position to 23,528 shares worth $322K. The position accounts for 0.07% of the portfolio, ranked #261.

Triumph Capital Management first reported a position in ETV in Q2 2023 and has held it in 12 quarters since. The position peaked at $493K in Q2 2024. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

Triumph Capital Management held 23,528 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $322K as of Q1 2026.
Triumph Capital Management bought 4,143 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $59.6K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.07% of Triumph Capital Management's portfolio in Q1 2026, its #261 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 12 quarters since.
Triumph Capital Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $493K in Q2 2024.
181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.