Summit Investment Advisory Services, LLC

CIK

1914395

City

ROSEVILLE

State / Country

MN

Stock

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

Top Portfolio Positions

15 positions · $7,523,511 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
SPY	Spdr S&P 500 ETF Trust	2,822	$1,835,259	24.39%
BPRE	Bluerock Private Real Estate Fund Financial Services	78,671	$1,306,725	17.37%
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund Financial Services	41,700	$575,043	7.64%
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund Financial Services	19,590	$480,934	6.39%
ENTG	Entegris Inc Technology	3,632	$425,815	5.66%
MDT	Medtronic plc Healthcare	4,399	$381,173	5.07%
NVDA	Nvidia Corp Technology	2,119	$369,553	4.91%
GLD	Spdr Gold Trust	821	$353,268	4.70%
AAPL	Apple Inc. Technology	1,247	$316,476	4.21%
MSFT	Microsoft Corp Technology	851	$315,014	4.19%

Portfolio Trend

14 quarters · across all stocks

Holdings in ETV

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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 13F history on record for this holder in this stock.