Tyler-Stone Wealth Management’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Tyler-Stone Wealth 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
2024 Q3	–	Sell	-2,555	Closed	-$34.9K	–	498
2024 Q2	$34.9K	Hold	2,555	–	–	0.01%	426
2024 Q1	$33K	Sell	2,555 -500	-16%	-$6.36K	0.01%	436
2023 Q4	$37.7K	Sell	3,055 -265	-8%	-$3.21K	0.02%	403
2023 Q3	$40K	Sell	3,320 -280	-8%	-$3.58K	0.02%	367
2023 Q2	$46K	Buy	+3,600	New	+$44.7K	0.03%	351
2022 Q4	$48K	Sell	3,900 -200	-5%	-$2.64K	0.03%	326
2022 Q3	$54K	Sell	4,100 -3,040	-43%	-$44.8K	0.04%	290
2022 Q2	$96K	Hold	7,140	–	–	0.06%	241
2022 Q1	$112K	Hold	7,140	–	–	0.06%	240
2021 Q4	$120K	Buy	+7,140	New	+$118K	0.06%	245

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Tyler-Stone Wealth Management's ETV Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2024, closing a stake of 2,555 shares — an estimated $34.9K sold.

Tyler-Stone Wealth Management first reported a position in ETV in Q4 2021 and held it in 10 quarters. The position peaked at $120K in Q4 2021. 165 funds tracked by Wall St. Rank hold ETV as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 2,555 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2024, an estimated $34.9K.
Tyler-Stone Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $120K in Q4 2021.
165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.