Westend Capital Management’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Westend Capital Management’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	$257K	Sell	18,773 -94	-0.5%	-$1.35K	0.08%	44
2025 Q4	$271K	Hold	18,867	–	–	0.08%	40
2025 Q3	$269K	Buy	18,867 +1,012	+6%	+$14.1K	0.08%	33
2025 Q2	$248K	Buy	17,855 +497	+3%	+$6.52K	0.08%	40
2025 Q1	$229K	Sell	17,358 -9,556	-36%	-$134K	0.09%	39
2024 Q4	$388K	Buy	26,914 +17,418	+183%	+$246K	0.12%	34
2024 Q3	$131K	Hold	9,496	–	–	0.04%	53
2024 Q2	$128K	Sell	9,496 -1,527	-14%	-$19.8K	0.05%	48
2024 Q1	$143K	Buy	+11,023	New	+$140K	0.06%	47

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

Westend Capital Management's ETV Position: Q1 2026 in Review

Westend Capital Management reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 0.5% in Q1 2026, selling an estimated $1.35K and leaving 18,773 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #44.

Westend Capital Management first reported a position in ETV in Q1 2024 and has held it in 9 quarters since. The position peaked at $388K in Q4 2024. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

Westend Capital Management held 18,773 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $257K as of Q1 2026.
Westend Capital Management sold 94 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $1.35K.
Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.08% of Westend Capital Management's portfolio in Q1 2026, its #44 holding.
Westend Capital Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2024 and has held it in 9 quarters since.
Westend Capital Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $388K in Q4 2024.
181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.