Skip to main content
Equibles

IEQ CAPITAL, LLC

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

CIK 1779789 Foster City, CA
Back to ETV Full portfolio

Position in ETV

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,647,156
+$102,925 QoQ
Shares Held
110,696
-2.0% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#40
of 193 holders
Holding Since
Jun 2023
13 quarters on record

Common Shares in ETV Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

IEQ CAPITAL, LLC holds $201,200,979 across 49 Asset Management names. ETV ranks #20 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 28,097 $27,016,951
2 BX
Blackstone Inc.
 213,871 $25,166,200
3 IVZ
Invesco Ltd.
 847,307 $22,360,431
4 NTRS
Northern Trust Corp
 125,067 $21,741,647
5
323,925 $16,827,903
6 AMP
Ameriprise Financial Inc
 29,551 $13,556,816
7 KKR
KKR & Co. Inc.
 142,000 $13,032,759
8 OWL
Blue Owl Capital Inc.
 946,815 $8,284,630

All Filings in ETV

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,647,156 110,696
2026-03-31 $1,544,231 112,965
2025-12-31 $1,882,251 131,076
2025-09-30 $1,869,628 131,202
2025-06-30 $1,821,158 131,302
2025-03-31 $2,152,899 162,975
2024-12-31 $1,863,241 129,302
2024-09-30 $1,862,517 134,965
2024-06-30 $1,887,909 138,106
2024-03-31 $1,772,082 137,052
2023-12-31 $2,474,396 200,681
2023-09-30 $2,316,554 193,530
2023-06-30 $2,401,285 187,894