BALANCED WEALTH GROUP LLC
Position in ETV — Eaton Vance Tax-Managed Buy-Write Opportunities Fund
CIK 2009783
WESTLAKE, OH
Position in ETV
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$8,297,061
+$83,429 QoQ
Shares Held
606,954
+6.1% QoQ
Ownership
0.520%
of shares outstanding
% of Portfolio
12.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026BALANCED WEALTH GROUP LLC holds $9,922,077 across 4 Asset Management names. ETV ranks #1 (83.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
This page
|
606,954 | $8,297,061 | |
| 2 | MFM |
Aberdeen Municipal Income Fund
|
195,055 | $1,051,346 | |
| 3 | DNP |
Dnp Select Income Fund Inc
|
31,571 | $325,181 | |
| 4 | AFB |
Alliancebernstein National Municipal Income Fund
|
23,245 | $248,489 |
All Filings in ETV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,297,061 | 606,954 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $8,213,632 | 571,980 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $7,922,658 | 555,976 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $7,746,589 | 558,514 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,152,184 | 541,422 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $7,864,603 | 545,774 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,230,537 | 523,952 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $6,842,245 | 500,530 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,326,196 | 489,265 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,228,474 | 424,045 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||