Wealthcare Advisory Partners’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Wealthcare Advisory Partners’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	–	Sell	-10,305	Closed	-$141K	–	1110
2026 Q1	$141K	Buy	10,305 +23	+0.2%	+$331	﹤0.01%	1039
2025 Q4	$148K	Buy	10,282 +23	+0.2%	+$329	﹤0.01%	1036
2025 Q3	$146K	Buy	10,259 +23	+0.2%	+$321	﹤0.01%	987
2025 Q2	$142K	Buy	10,236 +24	+0.2%	+$315	﹤0.01%	942
2025 Q1	$135K	Sell	10,212 -978	-9%	-$13.7K	﹤0.01%	880
2024 Q4	$161K	Buy	11,190 +21	+0.2%	+$296	﹤0.01%	868
2024 Q3	$154K	Buy	11,169 +29	+0.3%	+$390	﹤0.01%	848
2024 Q2	$152K	Buy	11,140 +15	+0.1%	+$195	﹤0.01%	803
2024 Q1	$144K	Buy	11,125 +7	+0.1%	+$89	﹤0.01%	782
2023 Q4	$137K	Hold	11,118	–	–	0.01%	730
2023 Q3	$133K	Hold	11,118	–	–	0.01%	677
2023 Q2	$142K	Buy	+11,118	New	+$138K	0.01%	697
2023 Q1	–	Sell	-11,118	Closed	-$137K	–	705
2022 Q4	$137K	Hold	11,118	–	–	0.01%	675
2022 Q3	$146K	Hold	11,118	–	–	0.01%	581
2022 Q2	$150K	Hold	11,118	–	–	0.01%	542
2022 Q1	$174K	Hold	11,118	–	–	0.01%	525
2021 Q4	$186K	Sell	11,118 -13,000	-54%	-$214K	0.01%	553
2021 Q3	$386K	Hold	24,118	–	–	0.03%	361
2021 Q2	$393K	Hold	24,118	–	–	0.03%	366
2021 Q1	$374K	Hold	24,118	–	–	0.03%	343
2020 Q4	$370K	Buy	24,118 +13,600	+129%	+$197K	0.03%	287
2020 Q3	$145K	Sell	10,518 -1,000	-9%	-$14.3K	0.02%	344
2020 Q2	$163K	Hold	11,518	–	–	0.02%	304
2020 Q1	$139K	Sell	11,518 -385	-3%	-$5.36K	0.02%	320
2019 Q4	$178K	Hold	11,903	–	–	0.02%	316
2019 Q3	$174K	Sell	11,903 -5,488	-32%	-$82K	0.03%	296
2019 Q2	$261K	Buy	17,391 +26	+0.1%	+$386	0.04%	229
2019 Q1	$261K	Buy	17,365 +25	+0.1%	+$367	0.04%	205
2018 Q4	$234K	Sell	17,340 -1,037	-6%	-$15.3K	0.05%	192
2018 Q3	$296K	Sell	18,377 -348	-2%	-$5.55K	0.05%	175
2018 Q2	$289K	Sell	18,725 -1,787	-9%	-$27.2K	0.06%	178
2018 Q1	$305K	Buy	20,512 +7,336	+56%	+$112K	0.07%	153
2017 Q4	$203K	Buy	+13,176	New	+$201K	0.05%	177

Other funds holding ETV

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Wealthcare Advisory Partners's ETV Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q2 2026, closing a stake of 10,305 shares — an estimated $141K sold.

Wealthcare Advisory Partners first reported a position in ETV in Q4 2017 and held it in 33 quarters. The position peaked at $393K in Q2 2021. 42 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

Wealthcare Advisory Partners reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 10,305 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $141K.
Wealthcare Advisory Partners first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2017 and held it in 33 quarters.
Wealthcare Advisory Partners's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $393K in Q2 2021.
42 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.