WWM
ETV

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

Western Wealth 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 		$454K Hold
33,229
– – 0.02% 668
2025
Q4 		$477K Buy
+33,229
New +$475K 0.02% 525

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

Western Wealth Management's ETV Position: Q1 2026 in Review

Western Wealth Management held its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) position steady in Q1 2026 at 33,229 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #668.

Western Wealth Management first reported a position in ETV in Q4 2025 and has held it in 2 quarters since. The position peaked at $477K in Q4 2025. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

  • Western Wealth Management held 33,229 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $454K as of Q1 2026.
  • Western Wealth Management left its Eaton Vance Tax-Managed Buy-Write Opportunities Fund share count unchanged in Q1 2026.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #668 holding.
  • Western Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2025 and has held it in 2 quarters since.
  • Western Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $477K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.