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

V 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
2023 Q3	–	Sell	-13,595	Closed	-$174K	–	188
2023 Q2	$174K	Hold	13,595	–	–	0.03%	372
2023 Q1	$172K	Sell	13,595 -320	-2%	-$4.1K	0.03%	367
2022 Q4	$171K	Hold	13,915	–	–	0.04%	352
2022 Q3	$183K	Hold	13,915	–	–	0.04%	355
2022 Q2	$188K	Hold	13,915	–	–	0.04%	391
2022 Q1	$218K	Hold	13,915	–	–	0.03%	411
2021 Q4	$233K	Buy	13,915 +400	+3%	+$6.59K	0.03%	406
2021 Q3	$216K	Hold	13,515	–	–	0.03%	426
2021 Q2	$220K	Buy	13,515 +1,400	+12%	+$22.5K	0.04%	434
2021 Q1	$188K	Hold	12,115	–	–	0.03%	410
2020 Q4	$186K	Buy	+12,115	New	+$176K	0.04%	370
2017 Q3	–	Sell	-5,615	Closed	-$86K	–	362
2017 Q2	$86K	Buy	+5,615	New	+$86.5K	0.04%	255

Other funds holding ETV

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

V Wealth Advisors's ETV Position: Q3 2023 in Review

V Wealth Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2023, closing a stake of 13,595 shares — an estimated $174K sold.

V Wealth Advisors first reported a position in ETV in Q2 2017 and held it in 12 quarters. The position peaked at $233K in Q4 2021. 149 funds tracked by Wall St. Rank hold ETV as of Q3 2023.

V Wealth Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 13,595 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2023, an estimated $174K.
V Wealth Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2017 and held it in 12 quarters.
V Wealth Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $233K in Q4 2021.
149 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.