Meridian Wealth Management, LLC
Position in ETV — Eaton Vance Tax-Managed Buy-Write Opportunities Fund
CIK 1697300
LEXINGTON, KY
Position in ETV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,890,771
+$578,137 QoQ
Shares Held
127,068
+32.3% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#36
of 193 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in ETV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $28,626,622 across 25 Asset Management names. ETV ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
|
108,809 | $5,645,010 | |
| 2 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
373,362 | $5,163,596 | |
| 3 | ARCC |
Ares Capital Corp
|
253,713 | $4,701,301 | |
| 4 | ARES |
Ares Management Corp
|
31,354 | $3,490,013 | |
| 5 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
This page
|
127,068 | $1,890,771 | |
| 6 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
46,138 | $1,277,099 | |
| 7 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
79,209 | $1,230,907 | |
| 8 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
17,839 | $960,986 |
All Filings in ETV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,890,771 | 127,068 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||