Olistico Wealth, LLC
Position in ETV — Eaton Vance Tax-Managed Buy-Write Opportunities Fund
CIK 1962695
TULSA, OK
Position in ETV
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$65,472
-$22,016 QoQ
Shares Held
4,400
-31.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#50
of 63 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Olistico Wealth, LLC holds $226,561 across 7 Asset Management names. ETV ranks #1 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
This page
|
4,400 | $65,472 | |
| 2 | BLK |
BlackRock, Inc.
|
66 | $63,462 | |
| 3 | NTRS |
Northern Trust Corp
|
300 | $52,152 | |
| 4 | HPS |
John Hancock Preferred Income Fund III
|
1,019 | $14,816 | |
| 5 | APO |
Apollo Global Management, Inc.
|
115 | $13,605 | |
| 6 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
620 | $8,574 | |
| 7 | STT |
State Street Corp
|
50 | $8,480 |
All Filings in ETV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,472 | 4,400 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $87,488 | 6,400 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $91,904 | 6,400 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $107,270 | 7,734 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $102,166 | 7,734 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $121,044 | 8,400 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $115,920 | 8,400 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $114,828 | 8,400 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||