WE
ETV

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

Wealth Effects’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 		$501K Buy
36,618
+69
+0.2% +$992 0.18% 112
2025
Q4 		$525K Buy
36,549
+15
+0% +$214 0.16% 107
2025
Q3 		$521K Sell
36,534
-685
-2% -$9.55K 0.17% 108
2025
Q2 		$516K Sell
37,219
-235
-0.6% -$3.08K 0.19% 97
2025
Q1 		$495K Sell
37,454
-790
-2% -$11.1K 0.21% 97
2024
Q4 		$551K Sell
38,244
-2,936
-7% -$41.4K 0.2% 96
2024
Q3 		$568K Sell
41,180
-1,761
-4% -$23.7K 0.2% 95
2024
Q2 		$587K Sell
42,941
-85
-0.2% -$1.1K 0.21% 89
2024
Q1 		$556K Sell
43,026
-986
-2% -$12.5K 0.21% 98
2023
Q4 		$543K Sell
44,012
-2,391
-5% -$28.9K 0.2% 102
2023
Q3 		$555K Buy
46,403
+13
+0% +$166 0.27% 83
2023
Q2 		$593K Buy
46,390
+113
+0.2% +$1.4K 0.26% 86
2023
Q1 		$584K Buy
46,277
+963
+2% +$12.3K 0.3% 75
2022
Q4 		$556K Buy
45,314
+3,969
+10% +$52.4K 0.32% 74
2022
Q3 		$544K Buy
41,345
+13
+0% +$191 0.33% 71
2022
Q2 		$558K Buy
41,332
+1,713
+4% +$24.5K 0.34% 69
2022
Q1 		$619K Sell
39,619
-10
-0% -$156 0.29% 71
2021
Q4 		$663K Buy
+39,629
New +$653K 0.28% 77

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

Wealth Effects's ETV Position: Q1 2026 in Review

Wealth Effects increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 0.19% in Q1 2026, buying an estimated $992 and bringing the position to 36,618 shares worth $501K. The position accounts for 0.18% of the portfolio, ranked #112.

Wealth Effects first reported a position in ETV in Q4 2021 and has held it in 18 quarters since. The position peaked at $663K in Q4 2021. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

  • Wealth Effects held 36,618 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $501K as of Q1 2026.
  • Wealth Effects bought 69 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $992.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.18% of Wealth Effects's portfolio in Q1 2026, its #112 holding.
  • Wealth Effects first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $663K 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 Effects's 13F filing for Q1 2026, filed 21 Apr 2026.