GIA
ETV

Gladstone Institutional Advisory’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Gladstone Institutional Advisory’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
Q2 		$441K Sell
29,630
-14,493
-33% -$211K 0.01% 632
2026
Q1 		$603K Buy
44,123
+18,269
+71% +$263K 0.02% 497
2025
Q4 		$371K Buy
25,854
+2,064
+9% +$29.5K 0.01% 574
2025
Q3 		$339K Sell
23,790
-8,902
-27% -$124K 0.01% 608
2025
Q2 		$453K Buy
32,692
+544
+2% +$7.13K 0.02% 521
2025
Q1 		$425K Buy
32,148
+1,026
+3% +$14.4K 0.02% 505
2024
Q4 		$448K Sell
31,122
-463
-1% -$6.54K 0.02% 492
2024
Q3 		$436K Buy
31,585
+4,127
+15% +$55.5K 0.02% 490
2024
Q2 		$375K Sell
27,458
-245
-0.9% -$3.18K 0.02% 485
2024
Q1 		$358K Sell
27,703
-1,172
-4% -$14.9K 0.02% 494
2023
Q4 		$356K Sell
28,875
-459
-2% -$5.55K 0.02% 489
2023
Q3 		$351K Buy
29,334
+15,854
+118% +$203K 0.02% 459
2023
Q2 		$172K Buy
13,480
+1,204
+10% +$14.9K 0.01% 601
2023
Q1 		$155K Sell
12,276
-4,414
-26% -$56.5K 0.01% 622
2022
Q4 		$205K Sell
16,690
-229
-1% -$3.03K 0.01% 594
2022
Q3 		$222K Buy
16,919
+3,521
+26% +$51.8K 0.02% 562
2022
Q2 		$181K Sell
13,398
-430
-3% -$6.16K 0.01% 608
2022
Q1 		$216K Buy
+13,828
New +$216K 0.01% 646

Other funds holding ETV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gladstone Institutional Advisory's ETV Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 33% in Q2 2026, selling an estimated $211K and leaving 29,630 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #632.

Gladstone Institutional Advisory first reported a position in ETV in Q1 2022 and has held it in 18 quarters since. The position peaked at $603K in Q1 2026. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Gladstone Institutional Advisory held 29,630 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $441K as of Q2 2026.
  • Gladstone Institutional Advisory sold 14,493 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $211K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #632 holding.
  • Gladstone Institutional Advisory first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2022 and has held it in 18 quarters since.
  • Gladstone Institutional Advisory's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $603K in Q1 2026.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.