UBS Group
ETV

UBS Group’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

UBS Group’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 		$7.19M Buy
525,837
+19,174
+4% +$276K ﹤0.01% 3695
2025
Q4 		$7.28M Buy
506,663
+14,906
+3% +$213K ﹤0.01% 3637
2025
Q3 		$7.01M Sell
491,757
-71,977
-13% -$1M ﹤0.01% 3680
2025
Q2 		$7.82M Sell
563,734
-61,349
-10% -$805K ﹤0.01% 3372
2025
Q1 		$8.26M Sell
625,083
-29,659
-5% -$417K ﹤0.01% 3254
2024
Q4 		$9.43M Buy
654,742
+58,559
+10% +$827K ﹤0.01% 3118
2024
Q3 		$8.23M Buy
596,183
+31,388
+6% +$422K ﹤0.01% 2554
2024
Q2 		$7.72M Sell
564,795
-14,729
-3% -$191K ﹤0.01% 2454
2024
Q1 		$7.49M Sell
579,524
-32,039
-5% -$408K ﹤0.01% 2548
2023
Q4 		$7.54M Sell
611,563
-16,161
-3% -$195K ﹤0.01% 2347
2023
Q3 		$7.51M Buy
627,724
+37,154
+6% +$475K ﹤0.01% 2210
2023
Q2 		$7.55M Buy
590,570
+36,336
+7% +$451K ﹤0.01% 2198
2023
Q1 		$7M Sell
554,234
-182
-0% -$2.33K ﹤0.01% 2205
2022
Q4 		$6.81M Buy
554,416
+24,046
+5% +$318K ﹤0.01% 2210
2022
Q3 		$6.97M Sell
530,370
-191,061
-26% -$2.81M ﹤0.01% 2075
2022
Q2 		$9.75M Buy
721,431
+36,544
+5% +$523K ﹤0.01% 1843
2022
Q1 		$10.7M Buy
684,887
+26,553
+4% +$416K ﹤0.01% 1889
2021
Q4 		$11M Buy
658,334
+21,593
+3% +$356K ﹤0.01% 2061
2021
Q3 		$10.2M Buy
636,741
+15,860
+3% +$261K ﹤0.01% 2007
2021
Q2 		$10.1M Buy
620,881
+16,074
+3% +$258K ﹤0.01% 2026
2021
Q1 		$9.37M Buy
604,807
+37,058
+7% +$564K ﹤0.01% 2010
2020
Q4 		$8.71M Sell
567,749
-16,199
-3% -$235K ﹤0.01% 1957
2020
Q3 		$8.08M Buy
583,948
+8,962
+2% +$128K ﹤0.01% 1801
2020
Q2 		$8.12M Sell
574,986
-33,245
-5% -$448K ﹤0.01% 1677
2020
Q1 		$7.34M Buy
608,231
+188,044
+45% +$2.62M ﹤0.01% 1622
2019
Q4 		$6.28M Buy
420,187
+31,204
+8% +$466K ﹤0.01% 2387
2019
Q3 		$5.7M Buy
388,983
+25,147
+7% +$376K ﹤0.01% 2259
2019
Q2 		$5.46M Sell
363,836
-2,333
-0.6% -$34.7K ﹤0.01% 2250
2019
Q1 		$5.5M Buy
366,169
+49,996
+16% +$735K ﹤0.01% 2130
2018
Q4 		$4.26M Buy
316,173
+37,971
+14% +$559K ﹤0.01% 2295
2018
Q3 		$4.48M Buy
278,202
+50,814
+22% +$810K ﹤0.01% 2446
2018
Q2 		$3.51M Buy
227,388
+24,723
+12% +$377K ﹤0.01% 2655
2018
Q1 		$3.02M Sell
202,665
-5,571
-3% -$85.3K ﹤0.01% 2763
2017
Q4 		$3.2M Sell
208,236
-53,099
-20% -$808K ﹤0.01% 2770
2017
Q3 		$4M Buy
261,335
+2,972
+1% +$45.6K ﹤0.01% 2440
2017
Q2 		$3.94M Buy
258,363
+6,964
+3% +$107K ﹤0.01% 2365
2017
Q1 		$3.82M Buy
251,399
+46,337
+23% +$706K ﹤0.01% 2327
2016
Q4 		$3.04M Buy
205,062
+57,074
+39% +$845K ﹤0.01% 2530
2016
Q3 		$2.23M Sell
147,988
-6,086
-4% -$90.5K ﹤0.01% 2740
2016
Q2 		$2.28M Sell
154,074
-11,610
-7% -$172K ﹤0.01% 2669
2016
Q1 		$2.44M Sell
165,684
-15,253
-8% -$218K ﹤0.01% 2499
2015
Q4 		$2.77M Buy
180,937
+14,750
+9% +$221K ﹤0.01% 2498
2015
Q3 		$2.36M Buy
166,187
+52,170
+46% +$769K ﹤0.01% 2587
2015
Q2 		$1.69M Sell
114,017
-7,525
-6% -$114K ﹤0.01% 3132
2015
Q1 		$1.82M Sell
121,542
-186,845
-61% -$2.73M ﹤0.01% 3017
2014
Q4 		$4.34M Buy
+308,387
New +$4.57M ﹤0.01% 2219

Other funds holding ETV

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
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group's ETV Position: Q1 2026 in Review

UBS Group increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 3.8% in Q1 2026, buying an estimated $276K and bringing the position to 525,837 shares worth $7.19M. The position accounts for ﹤0.01% of the portfolio, ranked #3695.

UBS Group first reported a position in ETV in Q4 2014 and has held it in 46 quarters since. The position peaked at $11M in Q4 2021. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

  • UBS Group held 525,837 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $7.19M as of Q1 2026.
  • UBS Group bought 19,174 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $276K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3695 holding.
  • UBS Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $11M in Q4 2021.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.