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 Q2	$670K	Sell	44,997 -252	-0.6%	-$3.67K	0.02%	468
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

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

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

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

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

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

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

BWG

Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WCG Wealth Advisors's ETV Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 0.56% in Q2 2026, selling an estimated $3.67K and leaving 44,997 shares worth $670K. The position accounts for 0.02% of the portfolio, ranked #468.

WCG Wealth Advisors first reported a position in ETV in Q1 2025 and has held it in 6 quarters since. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

WCG Wealth Advisors held 44,997 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $670K as of Q2 2026.
WCG Wealth Advisors sold 252 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $3.67K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #468 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 6 quarters since.
192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.