Outlook Wealth Advisors, LLC

SEC CIK: 0001767151
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

ETV holding history

Eaton Vance Tax-Managed Buy-Write Opportunities Fund in every 13F filed by Outlook Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ETV overview All 13F holders of ETV Full Q2 2026 holdings

Shares (Q2 2026): 120,224
Value: $1.79M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of ETV by Outlook Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	120,224	$1.79M	0.4%	+258+0.2%	Added	Holders
Q1 2026	119,966	$1.64M	0.4%	+168+0.1%	Added	Holders
Q4 2025	119,798	$1.72M	0.4%	−4,175−3.4%	Reduced	Holders
Q3 2025	123,973	$1.77M	0.4%	−12,659−9.3%	Reduced	Holders
Q2 2025	136,632	$1.90M	0.5%	−2,492−1.8%	Reduced	Holders
Q1 2025	139,124	$1.84M	0.5%	+34,113+32.5%	Added	Holders
Q4 2024	105,011	$1.51M	0.4%	−4,484−4.1%	Reduced	Holders
Q3 2024	109,495	$1.51M	0.4%	−2,169−1.9%	Reduced	Holders
Q2 2024	111,664	$1.53M	0.7%	+69,016+161.8%	Added	Holders
Q1 2024	42,648	$551.4K	0.2%	+347+0.8%	Added	Holders
Q4 2023	42,301	$521.6K	0.2%	−2,644−5.9%	Reduced	Holders
Q3 2023	44,945	$538.0K	0.2%	00.0%	Unchanged	Holders
Q2 2023	44,945	$574.4K	0.2%	00.0%	Unchanged	Holders
Q1 2023	44,945	$567.7K	0.3%	−1,831−3.9%	Reduced	Holders
Q4 2022	46,776	$574.4K	0.3%	−36,536−43.9%	Reduced	Holders
Q3 2022	83,312	$1.09M	0.5%	+512+0.6%	Added	Holders
Q2 2022	82,800	$1.12M	0.5%	−33,045−28.5%	Reduced	Holders
Q1 2022	115,845	$1.81M	0.6%	+3,342+3.0%	Added	Holders
Q4 2021	112,503	$1.88M	0.6%	−6,764−5.7%	Reduced	Holders
Q3 2021	119,267	$1.91M	0.6%	+13,743+13.0%	Added	Holders
Q2 2021	105,524	$1.72M	0.5%	+9,229+9.6%	Added	Holders
Q1 2021	96,295	$1.49M	0.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.