TC
ETV

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

Truvestments Capital’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
2024
Q1 		– Sell
-4,000
Closed -$49.3K – 772
2023
Q4 		$49.3K Buy
+4,000
New +$48.4K 0.02% 324

Other funds holding ETV

CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PS
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

Truvestments Capital's ETV Position: Q1 2024 in Review

Truvestments Capital sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q1 2024, closing a stake of 4,000 shares — an estimated $49.3K sold.

Truvestments Capital first reported a position in ETV in Q4 2023 and held it in 1 quarter. The position peaked at $49.3K in Q4 2023. 153 funds tracked by Wall St. Rank hold ETV as of Q1 2024.

  • Truvestments Capital reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Truvestments Capital sold 4,000 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2024, an estimated $49.3K.
  • Truvestments Capital first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2023 and held it in 1 quarter.
  • Truvestments Capital's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $49.3K in Q4 2023.
  • 153 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2024.

Based on Truvestments Capital's 13F filing for Q1 2024, filed 14 May 2024.