EFS
ETV

Essex Financial Services’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Essex Financial Services’s Portfolio ETV Stock Details ETV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$423K Buy
30,933
+552
+2% +$7.94K 0.02% 500
2025
Q4 		$436K Buy
30,381
+530
+2% +$7.58K 0.02% 480
2025
Q3 		$425K Buy
29,851
+536
+2% +$7.47K 0.03% 473
2025
Q2 		$407K Buy
29,315
+548
+2% +$7.19K 0.03% 453
2025
Q1 		$380K Buy
28,767
+678
+2% +$9.53K 0.03% 439
2024
Q4 		$405K Buy
28,089
+329
+1% +$4.64K 0.03% 423
2024
Q3 		$389K Buy
27,760
+516
+2% +$6.94K 0.03% 428
2024
Q2 		$352K Buy
27,244
+670
+3% +$8.71K 0.03% 446
2024
Q1 		$344K Buy
26,574
+494
+2% +$6.29K 0.03% 392
2023
Q4 		$322K Buy
26,080
+502
+2% +$6.07K 0.03% 383
2023
Q3 		$306K Buy
25,578
+462
+2% +$5.91K 0.04% 367
2023
Q2 		$321K Buy
25,116
+469
+2% +$5.82K 0.04% 357
2023
Q1 		$311K Buy
24,647
+463
+2% +$5.93K 0.03% 375
2022
Q4 		$296K Buy
24,184
+38
+0.2% +$502 0.03% 366
2022
Q3 		$318K Buy
24,146
+103
+0.4% +$1.52K 0.04% 331
2022
Q2 		$325K Buy
24,043
+97
+0.4% +$1.39K 0.04% 338
2022
Q1 		$374K Buy
23,946
+4,092
+21% +$64K 0.04% 329
2021
Q4 		$332K Hold
19,854
– – 0.03% 352
2021
Q3 		$317K Sell
19,854
-1
-0% -$16 0.04% 337
2021
Q2 		$308K Hold
19,855
– – 0.04% 323
2021
Q1 		$308K Hold
19,855
– – 0.06% 264
2020
Q4 		$305K Hold
19,855
– – 0.06% 243
2020
Q3 		$275K Hold
19,855
– – 0.07% 223
2020
Q2 		$280K Hold
19,855
– – 0.09% 200
2020
Q1 		$240K Buy
19,855
+145
+0.7% +$2.02K 0.09% 208
2019
Q4 		$295K Buy
19,710
+434
+2% +$6.47K 0.08% 209
2019
Q3 		$282K Sell
19,276
-2,574
-12% -$38.4K 0.09% 196
2019
Q2 		$328K Buy
21,850
+419
+2% +$6.23K 0.1% 171
2019
Q1 		$322K Buy
21,431
+410
+2% +$6.02K 0.1% 165
2018
Q4 		$283K Sell
21,021
-6,379
-23% -$93.9K 0.09% 185
2018
Q3 		$441K Sell
27,400
-5,500
-17% -$87.7K 0.1% 173
2018
Q2 		$508K Hold
32,900
– – 0.12% 155
2018
Q1 		$490K Sell
32,900
-4,650
-12% -$71.2K 0.1% 201
2017
Q4 		$577K Hold
37,550
– – 0.14% 139
2017
Q3 		$575K Hold
37,550
– – 0.14% 139
2017
Q2 		$573K Buy
37,550
+23,100
+160% +$356K 0.12% 172
2017
Q1 		$220K Sell
14,450
-35,150
-71% -$535K 0.05% 293
2016
Q4 		$736K Sell
49,600
-13,825
-22% -$205K 0.16% 133
2016
Q3 		$957K Sell
63,425
-17,250
-21% -$257K 0.23% 108
2016
Q2 		$1.19M Sell
80,675
-13,250
-14% -$196K 0.29% 89
2016
Q1 		$1.38M Sell
93,925
-55,725
-37% -$795K 0.34% 74
2015
Q4 		$1.68M Buy
+149,650
New +$2.24M 0.4% 67

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $177M AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essex Financial Services's ETV Position: Q1 2026 in Review

Essex Financial Services increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 1.8% in Q1 2026, buying an estimated $7.94K and bringing the position to 30,933 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #500.

Essex Financial Services first reported a position in ETV in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.68M in Q4 2015. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

  • Essex Financial Services held 30,933 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $423K as of Q1 2026.
  • Essex Financial Services bought 552 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $7.94K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #500 holding.
  • Essex Financial Services first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2015 and has held it in 42 quarters since.
  • Essex Financial Services's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $1.68M in Q4 2015.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.