Truist Financial
ETV

Truist Financial’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Truist Financial’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 		$2.46M Sell
165,095
-152,354
-48% -$2.22M ﹤0.01% 1268
2026
Q1 		$4.34M Sell
317,449
-728
-0.2% -$10.5K 0.01% 921
2025
Q4 		$4.57M Buy
318,177
+15,478
+5% +$221K 0.01% 899
2025
Q3 		$4.31M Buy
302,699
+18,763
+7% +$262K 0.01% 956
2025
Q2 		$3.94M Sell
283,936
-11,490
-4% -$151K 0.01% 968
2025
Q1 		$3.9M Sell
295,426
-14,776
-5% -$208K 0.01% 930
2024
Q4 		$4.47M Buy
310,202
+889
+0.3% +$12.5K 0.01% 874
2024
Q3 		$4.27M Buy
309,313
+28,039
+10% +$377K 0.01% 891
2024
Q2 		$3.85M Buy
281,274
+30,591
+12% +$397K 0.01% 974
2024
Q1 		$3.24M Sell
250,683
-19,774
-7% -$252K ﹤0.01% 1063
2023
Q4 		$3.33M Buy
270,457
+3,178
+1% +$38.4K 0.01% 1019
2023
Q3 		$3.2M Buy
267,279
+22,321
+9% +$286K 0.01% 1019
2023
Q2 		$3.13M Buy
244,958
+64,482
+36% +$800K 0.01% 1032
2023
Q1 		$2.28M Buy
180,476
+21,827
+14% +$279K ﹤0.01% 1154
2022
Q4 		$1.95M Buy
158,649
+23,696
+18% +$313K ﹤0.01% 1225
2022
Q3 		$1.77M Buy
134,953
+20,029
+17% +$295K ﹤0.01% 1240
2022
Q2 		$1.55M Buy
114,924
+11,369
+11% +$163K ﹤0.01% 1351
2022
Q1 		$1.62M Buy
103,555
+70,765
+216% +$1.11M ﹤0.01% 1384
2021
Q4 		$549K Sell
32,790
-5,661
-15% -$93.3K ﹤0.01% 1963
2021
Q3 		$615K Sell
38,451
-290
-0.7% -$4.78K ﹤0.01% 1880
2021
Q2 		$631K Buy
38,741
+157
+0.4% +$2.52K ﹤0.01% 1907
2021
Q1 		$598K Sell
38,584
-1,100
-3% -$16.8K ﹤0.01% 1873
2020
Q4 		$609K Sell
39,684
-2,551
-6% -$37K ﹤0.01% 1756
2020
Q3 		$584K Sell
42,235
-1,389
-3% -$19.8K ﹤0.01% 1640
2020
Q2 		$616K Buy
43,624
+7,285
+20% +$98.2K ﹤0.01% 1509
2020
Q1 		$438K Buy
36,339
+2,503
+7% +$34.8K ﹤0.01% 1633
2019
Q4 		$506K Buy
+33,836
New +$505K ﹤0.01% 1852

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

Truist Financial's ETV Position: Q2 2026 in Review

Truist Financial reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 48% in Q2 2026, selling an estimated $2.22M and leaving 165,095 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Truist Financial first reported a position in ETV in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.57M in Q4 2025. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Truist Financial held 165,095 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $2.46M as of Q2 2026.
  • Truist Financial sold 152,354 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $2.22M.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1268 holding.
  • Truist Financial first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $4.57M in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.