Outlook Wealth Advisors, LLC

Position in ETV — Eaton Vance Tax-Managed Buy-Write Opportunities Fund

CIK 1767151 SHENANDOAH, TX

Position in ETV

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$1,639,935

-$80,364 QoQ

Shares Held

119,966

+0.1% QoQ

Ownership

0.103%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Outlook Wealth Advisors, LLC holds $5,660,697 across 10 Asset Management names. ETV ranks #1 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund This page	119,966	$1,639,935
2	JGH	Nuveen Global High Income Fund	90,365	$1,104,260
3	PDI	PIMCO Dynamic Income Fund	52,716	$901,970
4	PSLV	Sprott Physical Silver Trust	27,826	$678,676
5	FHI	Federated Hermes, Inc.	5,893	$334,192
6	PHYS	Sprott Physical Gold Trust	7,110	$251,978
7	BX	Blackstone Inc.	2,105	$242,053
8	SEIC	Sei Investments Co	3,036	$238,234

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,639,935	119,966	+0.1%	Shares	Sole	2026-04-17
2025-12-31	$1,720,299	119,798	-3.4%	Shares	Sole	2026-02-11
2025-09-30	$1,766,615	123,973	-9.3%	Shares	Sole	2025-10-30
2025-06-30	$1,895,085	136,632	-1.8%	Shares	Sole	2025-08-11
2025-03-31	$1,837,828	139,124	+32.5%	Shares	Sole	2025-04-14
2024-12-31	$1,513,208	105,011	-4.1%	Shares	Sole	2025-01-14
2024-09-30	$1,511,031	109,495	-1.9%	Shares	Sole	2024-10-23
2024-06-30	$1,526,446	111,664	+161.8%	Shares	Sole	2024-07-18
2024-03-31	$551,438	42,648	+0.8%	Shares	Sole	2024-04-22
2023-12-31	$521,571	42,301	-5.9%	Shares	Sole	2024-01-29
2023-09-30	$537,991	44,945	0.0%	Shares	Sole	2023-10-10
2023-06-30	$574,397	44,945	0.0%	Shares	Sole	2023-07-10
2023-03-31	$567,655	44,945	-3.9%	Shares	Sole	2023-04-18
2022-12-31	$574,409	46,776	-43.9%	Shares	Sole	2023-02-14
2022-09-30	$1,095,552	83,312	+0.6%	Shares	Sole	2022-10-25
2022-06-30	$1,118,628	82,800	-28.5%	Shares	Sole	2022-07-28
2022-03-31	$1,809,498	115,845	+3.0%	Shares	Sole	2022-07-28
2021-12-31	$1,883,300	112,503	-5.7%	Shares	Sole	2022-01-21
2021-09-30	$1,907,079	119,267	+13.0%	Shares	Sole	2021-10-22
2021-06-30	$1,717,930	105,524	+9.6%	Shares	Sole	2021-07-21
2021-03-31	$1,491,609	96,295	-11.2%	Shares	Sole	2021-05-04
2020-12-31	$1,663,648	108,381	+26.9%	Shares	Sole	2021-02-04
2020-09-30	$1,180,916	85,388	-4.4%	Shares	Sole	2020-11-10
2020-06-30	$1,260,647	89,281	—	Shares	Sole	2020-07-17
No filing history on record for this holder in this stock.