WEALTH EFFECTS LLC
Position in ETV — Eaton Vance Tax-Managed Buy-Write Opportunities Fund
CIK 1907254
BOSTON, MA
Position in ETV
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$500,568
-$24,275 QoQ
Shares Held
36,618
+0.2% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in ETV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WEALTH EFFECTS LLC holds $15,752,750 across 26 Asset Management names. ETV ranks #9 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
29,916 | $3,440,040 | |
| 2 | UTG |
Reaves Utility Income Fund
|
82,866 | $3,254,976 | |
| 3 | STT |
State Street Corp
|
5,554 | $702,914 | |
| 4 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
44,807 | $617,888 | |
| 5 | BST |
BlackRock Science & Technology Trust
|
16,739 | $608,462 | |
| 6 | JQC |
Nuveen Credit Strategies Income Fund
|
124,780 | $607,678 | |
| 7 | PTY |
Pimco Corporate & Income Opportunity Fund
|
46,380 | $559,342 | |
| 8 | ECAT |
BlackRock ESG Capital Allocation Term Trust
|
38,310 | $520,249 |
All Filings in ETV
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $500,568 | 36,618 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $524,843 | 36,549 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $520,609 | 36,534 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $516,227 | 37,219 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $494,767 | 37,454 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $551,096 | 38,244 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $568,284 | 41,180 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $587,003 | 42,941 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $556,326 | 43,026 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $542,667 | 44,012 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $555,443 | 46,403 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $592,864 | 46,390 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $584,478 | 46,277 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $556,455 | 45,314 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $543,686 | 41,345 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $558,395 | 41,332 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $618,848 | 39,619 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $663,389 | 39,629 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||