Meridian Wealth Management, LLC
Position in ETV — Eaton Vance Tax-Managed Buy-Write Opportunities Fund
CIK 1697300
LEXINGTON, KY
Position in ETV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,312,634
+$41,889 QoQ
Shares Held
96,023
+8.5% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in ETV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Meridian Wealth Management, LLC holds $29,229,757 across 25 Asset Management names. ETV ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
409,280 | $5,844,518 | |
| 2 | MAIN |
Main Street Capital CORP
|
101,197 | $5,359,393 | |
| 3 | ARCC |
Ares Capital Corp
|
225,977 | $4,072,105 | |
| 4 | ARES |
Ares Management Corp
|
32,304 | $3,524,366 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
63,592 | $2,359,899 | |
| 6 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
This page
|
96,023 | $1,312,634 | |
| 7 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
45,066 | $1,106,370 | |
| 8 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
74,893 | $1,079,957 |
All Filings in ETV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,312,634 | 96,023 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,270,745 | 88,492 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,179,672 | 82,784 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,088,254 | 78,461 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $942,665 | 71,360 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $899,717 | 62,437 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $727,853 | 52,743 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $565,514 | 41,369 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $443,164 | 35,942 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $425,401 | 35,539 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $345,929 | 27,068 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $293,811 | 23,263 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $184,629 | 15,035 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $160,995 | 12,243 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $149,190 | 11,043 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $174,662 | 11,182 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $183,754 | 10,977 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $195,397 | 12,220 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $238,518 | 14,651 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $225,844 | 14,580 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $215,237 | 14,022 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $164,673 | 11,907 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $960,922 | 68,054 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $750,783 | 62,254 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||