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
Q2 		$546K Buy
36,685
+67
+0.2% +$975 0.15% 121
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
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
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
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Effects's ETV Position: Q2 2026 in Review

Wealth Effects increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 0.18% in Q2 2026, buying an estimated $975 and bringing the position to 36,685 shares worth $546K. The position accounts for 0.15% of the portfolio, ranked #121.

Wealth Effects first reported a position in ETV in Q4 2021 and has held it in 19 quarters since. The position peaked at $663K in Q4 2021. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Wealth Effects held 36,685 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $546K as of Q2 2026.
  • Wealth Effects bought 67 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $975.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.15% of Wealth Effects's portfolio in Q2 2026, its #121 holding.
  • Wealth Effects first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $663K in Q4 2021.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.