Summit Investment Advisory Services, LLC

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

CIK 1914395 ROSEVILLE, MN

Position in ETV

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$280,130

+$27,905 QoQ

Shares Held

18,826

+2.0% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

2.94%

of 13F equity value

Holder Rank

#19

of 53 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Summit Investment Advisory Services, LLC holds $2,533,348 across 5 Asset Management names. ETV ranks #4 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRE	Bluerock Private Real Estate Fund	71,422	$929,200
2	ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	42,544	$618,589
3	EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	19,719	$545,821
4	ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund This page	18,826	$280,130
5	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	16,270	$159,608

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$280,130	18,826	+2.0%	Shares	Sole	2026-07-24
2026-03-31	$252,225	18,451	+2.1%	Shares	Sole	2026-04-23
2025-12-31	$259,456	18,068	+2.1%	Shares	Sole	2026-02-04
2025-09-30	$252,253	17,702	+2.1%	Shares	Sole	2025-11-07
2025-06-30	$240,394	17,332	+2.2%	Shares	Sole	2025-11-07
2025-03-31	$223,935	16,952	+2.1%	Shares	Sole	2025-04-11
2024-12-31	$239,306	16,607	+2.1%	Shares	Sole	2025-01-21
2024-09-30	$224,443	16,264	+4.6%	Shares	Sole	2024-10-16
2024-03-31	$201,126	15,555	+2.2%	Shares	Sole	2024-04-18
2023-12-31	$187,600	15,215	+2.4%	Shares	Sole	2024-01-18
2023-09-30	$177,862	14,859	+2.3%	Shares	Sole	2023-10-10
2023-06-30	$185,706	14,531	+1.6%	Shares	Sole	2023-07-26
2023-03-31	$180,609	14,300	+0.2%	Shares	Sole	2023-04-17
2022-12-31	$175,186	14,266	—	Shares	Sole	2023-02-02
No filing history on record for this holder in this stock.