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

Wealth Enhancement Advisory Services’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	$177K	Buy	+11,621	New	+$169K	﹤0.01%	3630
2026 Q1	–	Sell	-17,965	Closed	-$260K	–	3679
2025 Q4	$260K	Sell	17,965 -295	-2%	-$4.22K	﹤0.01%	3048
2025 Q3	$261K	Sell	18,260 -35	-0.2%	-$488	﹤0.01%	2902
2025 Q2	$255K	Buy	18,295 +799	+5%	+$10.5K	﹤0.01%	2780
2025 Q1	$231K	Buy	17,496 +3,212	+22%	+$45.1K	﹤0.01%	2606
2024 Q4	$206K	Buy	14,284 +1,344	+10%	+$19K	﹤0.01%	2675
2024 Q3	$179K	Buy	12,940 +438	+4%	+$5.89K	﹤0.01%	2471
2024 Q2	$171K	Sell	12,502 -5,506	-31%	-$71.5K	﹤0.01%	2326
2024 Q1	$233K	Buy	18,008 +3,973	+28%	+$50.6K	﹤0.01%	2093
2023 Q4	$173K	Buy	14,035 +750	+6%	+$9.07K	﹤0.01%	2112
2023 Q3	$159K	Buy	+13,285	New	+$170K	﹤0.01%	2040

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

Wealth Enhancement Advisory Services's ETV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2026: 11,621 shares worth $177K. The stake represents ﹤0.01% of the portfolio and ranks #3630 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in ETV as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in ETV in Q3 2023 and has held it in 11 quarters since. The position peaked at $261K in Q3 2025. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

Wealth Enhancement Advisory Services held 11,621 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $177K as of Q2 2026.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund was a new Wealth Enhancement Advisory Services position in Q2 2026.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3630 holding.
Wealth Enhancement Advisory Services first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2023 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $261K in Q3 2025.
192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.