VR
ETV

Vision Retirement’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Vision Retirement’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
Q2 		$74.4K Hold
5,000
– – 0.02% 194
2026
Q1 		$68.3K Hold
5,000
– – 0.02% 191
2025
Q4 		$71.8K Buy
+5,000
New +$71.5K 0.02% 188

Other funds holding ETV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vision Retirement's ETV Position: Q2 2026 in Review

Vision Retirement held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q2 2026 at 5,000 shares worth $74.4K. The position accounts for 0.02% of the portfolio, ranked #194.

Vision Retirement first reported a position in ETV in Q4 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Vision Retirement held 5,000 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $74.4K as of Q2 2026.
  • Vision Retirement left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q2 2026.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.02% of Vision Retirement's portfolio in Q2 2026, its #194 holding.
  • Vision Retirement first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.