Wealth Alliance Advisory Group’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Wealth Alliance Advisory Group’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	$638K	Hold	46,649	–	–	0.1%	105
2025 Q4	$670K	Hold	46,649	–	–	0.11%	102
2025 Q3	$665K	Hold	46,649	–	–	0.12%	96
2025 Q2	$647K	Sell	46,649 -397	-0.8%	-$5.21K	0.12%	95
2025 Q1	$621K	Hold	47,046	–	–	0.13%	98
2024 Q4	$678K	Hold	47,046	–	–	0.14%	92
2024 Q3	$649K	Hold	47,046	–	–	0.14%	96
2024 Q2	$643K	Sell	47,046 -225	-0.5%	-$2.92K	0.14%	88
2024 Q1	$611K	Sell	47,271 -231	-0.5%	-$2.94K	0.14%	91
2023 Q4	$586K	Hold	47,502	–	–	0.15%	86
2023 Q3	$569K	Hold	47,502	–	–	0.17%	80
2023 Q2	$607K	Hold	47,502	–	–	0.21%	71
2023 Q1	$600K	Hold	47,502	–	–	0.22%	74
2022 Q4	$583K	Buy	47,502 +7,000	+17%	+$92.5K	0.22%	71
2022 Q3	$533K	Hold	40,502	–	–	0.23%	69
2022 Q2	$547K	Hold	40,502	–	–	0.26%	66
2022 Q1	$633K	Hold	40,502	–	–	0.27%	63
2021 Q4	$678K	Hold	40,502	–	–	0.29%	62
2021 Q3	$648K	Buy	40,502 +200	+0.5%	+$3.29K	0.32%	55
2021 Q2	$656K	Hold	40,302	–	–	0.32%	55
2021 Q1	$624K	Hold	40,302	–	–	0.32%	60
2020 Q4	$619K	Hold	40,302	–	–	0.33%	53
2020 Q3	$557K	Hold	40,302	–	–	0.33%	50
2020 Q2	$569K	Hold	40,302	–	–	0.35%	49
2020 Q1	$486K	Buy	40,302 +4,640	+13%	+$64.6K	0.38%	50
2019 Q4	$533K	Hold	35,662	–	–	0.3%	54
2019 Q3	$535K	Hold	35,662	–	–	0.33%	51
2019 Q2	$549K	Sell	35,662 -3,000	-8%	-$44.6K	0.34%	52
2019 Q1	$586K	Buy	38,662 +4,000	+12%	+$58.8K	0.38%	49
2018 Q4	$467K	Buy	34,662 +10,000	+41%	+$147K	0.35%	51
2018 Q3	$397K	Buy	24,662 +10,000	+68%	+$159K	0.2%	85
2018 Q2	$227K	Hold	14,662	–	–	0.12%	110
2018 Q1	$218K	Buy	+14,662	New	+$224K	0.13%	103

Other funds holding ETV

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wealth Alliance Advisory Group's ETV Position: Q1 2026 in Review

Wealth Alliance Advisory Group held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q1 2026 at 46,649 shares worth $638K. The position accounts for 0.1% of the portfolio, ranked #105.

Wealth Alliance Advisory Group first reported a position in ETV in Q1 2018 and has held it in 33 quarters since. The position peaked at $678K in Q4 2021. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

Wealth Alliance Advisory Group held 46,649 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $638K as of Q1 2026.
Wealth Alliance Advisory Group left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q1 2026.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.1% of Wealth Alliance Advisory Group's portfolio in Q1 2026, its #105 holding.
Wealth Alliance Advisory Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2018 and has held it in 33 quarters since.
Wealth Alliance Advisory Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $678K in Q4 2021.
181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q1 2026, filed 9 Apr 2026.