Wagner Wealth Management (South Carolina)’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-225	Closed	-$3K	–	392
2022 Q3	$3K	Hold	225	–	–	﹤0.01%	574
2022 Q2	$3K	Buy	+225	New	+$3.22K	﹤0.01%	580
2022 Q1	–	Sell	-225	Closed	-$4K	–	353
2021 Q4	$4K	Hold	225	–	–	﹤0.01%	584
2021 Q3	$4K	Hold	225	–	–	﹤0.01%	556
2021 Q2	$4K	Buy	+225	New	+$3.61K	﹤0.01%	593

Other funds holding ETV

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

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

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

Wagner Wealth Management (South Carolina)'s ETV Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2022, closing a stake of 225 shares — an estimated $3K sold.

Wagner Wealth Management (South Carolina) first reported a position in ETV in Q2 2021 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 152 funds tracked by Wall St. Rank hold ETV as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 225 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2022, an estimated $3K.
Wagner Wealth Management (South Carolina) first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2021 and held it in 5 quarters.
Wagner Wealth Management (South Carolina)'s Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $4K in Q4 2021.
152 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.