Turtle Creek Wealth Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Turtle Creek Wealth Advisors’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
2025 Q4	–	Sell	-10,270	Closed	-$146K	–	400
2025 Q3	$146K	Hold	10,270	–	–	0.01%	360
2025 Q2	$142K	Sell	10,270 -5,584	-35%	-$73.2K	0.02%	268
2025 Q1	$209K	Hold	15,854	–	–	0.03%	113
2024 Q4	$228K	Hold	15,854	–	–	0.05%	75
2024 Q3	$219K	Hold	15,854	–	–	0.04%	168
2024 Q2	$217K	Sell	15,854 -1,085	-6%	-$14.1K	0.05%	146
2024 Q1	$219K	Sell	16,939 -4,082	-19%	-$51.9K	0.05%	141
2023 Q4	$259K	Buy	+21,021	New	+$254K	0.08%	127

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 $8.31B AUM 21.94% 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

Turtle Creek Wealth Advisors's ETV Position: Q4 2025 in Review

Turtle Creek Wealth Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2025, closing a stake of 10,270 shares — an estimated $146K sold.

Turtle Creek Wealth Advisors first reported a position in ETV in Q4 2023 and held it in 8 quarters. The position peaked at $259K in Q4 2023. 183 funds tracked by Wall St. Rank hold ETV as of Q4 2025.

Turtle Creek Wealth Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 10,270 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2025, an estimated $146K.
Turtle Creek Wealth Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2023 and held it in 8 quarters.
Turtle Creek Wealth Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $259K in Q4 2023.
183 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2025.

Based on Turtle Creek Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.