SIMS INVESTMENT MANAGEMENT, LLC
Position in ETV — Eaton Vance Tax-Managed Buy-Write Opportunities Fund
CIK 2053807
CINCINNATI, OH
Position in ETV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,744,944
+$441,955 QoQ
Shares Held
386,085
-0.5% QoQ
Ownership
0.331%
of shares outstanding
% of Portfolio
17.49%
of 13F equity value
Holder Rank
#1
of 53 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026SIMS INVESTMENT MANAGEMENT, LLC holds $8,310,319 across 6 Asset Management names. ETV ranks #1 (69.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
This page
|
386,085 | $5,744,944 | |
| 2 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
100,475 | $1,561,381 | |
| 3 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
50,462 | $940,611 | |
| 4 | STT |
State Street Corp
|
348 | $59,020 | |
| 5 | TROW |
Price T Rowe Group Inc
|
27 | $3,069 | |
| 6 | BX |
Blackstone Inc.
|
11 | $1,294 |
All Filings in ETV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,744,944 | 386,085 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,302,989 | 387,929 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,584,761 | 388,911 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,617,649 | 394,221 | Shares | Sole | 2026-01-16 | |
| 2025-06-30 | $5,447,317 | 392,741 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,230,063 | 395,917 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,663,360 | 393,016 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||