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

Valeo Financial 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
2021 Q2	–	Sell	-3,585	Closed	-$56K	–	910
2021 Q1	$56K	Hold	3,585	–	–	﹤0.01%	824
2020 Q4	$55K	Hold	3,585	–	–	﹤0.01%	739
2020 Q3	$50K	Hold	3,585	–	–	﹤0.01%	669
2020 Q2	$51K	Buy	3,585 +840	+31%	+$11.3K	﹤0.01%	718
2020 Q1	$35K	Hold	2,745	–	–	﹤0.01%	716
2019 Q4	$41K	Hold	2,745	–	–	﹤0.01%	717
2019 Q3	$40K	Hold	2,745	–	–	﹤0.01%	671
2019 Q2	$41K	Hold	2,745	–	–	﹤0.01%	660
2019 Q1	$41K	Hold	2,745	–	–	0.01%	608
2018 Q4	$37K	Hold	2,745	–	–	0.01%	563
2018 Q3	$40K	Hold	2,745	–	–	0.01%	591
2018 Q2	$44K	Hold	2,745	–	–	0.01%	558
2018 Q1	$41K	Hold	2,745	–	–	0.01%	528
2017 Q4	$42K	Hold	2,745	–	–	0.01%	502
2017 Q3	$42K	Buy	+2,745	New	+$42.1K	0.01%	427

Other funds holding ETV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valeo Financial Advisors's ETV Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2021, closing a stake of 3,585 shares — an estimated $56K sold.

Valeo Financial Advisors first reported a position in ETV in Q3 2017 and held it in 15 quarters. The position peaked at $56K in Q1 2021. 143 funds tracked by Wall St. Rank hold ETV as of Q2 2021.

Valeo Financial Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 3,585 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2021, an estimated $56K.
Valeo Financial Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $56K in Q1 2021.
143 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.