WWA
ETV

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

WCG 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
2026
Q1 		$619K Sell
45,249
-124
-0.3% -$1.78K 0.02% 432
2025
Q4 		$652K Buy
45,373
+13
+0% +$186 0.02% 414
2025
Q3 		$646K Buy
45,360
+884
+2% +$12.3K 0.04% 269
2025
Q2 		$617K Buy
44,476
+16,076
+57% +$211K 0.04% 268
2025
Q1 		$375K Buy
+28,400
New +$399K 0.03% 258

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WCG Wealth Advisors's ETV Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 0.27% in Q1 2026, selling an estimated $1.78K and leaving 45,249 shares worth $619K. The position accounts for 0.02% of the portfolio, ranked #432.

WCG Wealth Advisors first reported a position in ETV in Q1 2025 and has held it in 5 quarters since. The position peaked at $652K in Q4 2025. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

  • WCG Wealth Advisors held 45,249 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $619K as of Q1 2026.
  • WCG Wealth Advisors sold 124 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $1.78K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.02% of WCG Wealth Advisors's portfolio in Q1 2026, its #432 holding.
  • WCG Wealth Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2025 and has held it in 5 quarters since.
  • WCG Wealth Advisors's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $652K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.