GRP
ETV

Global Retirement Partners’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Global Retirement Partners’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
2025
Q4 		– Sell
-2,841
Closed -$40.5K – 4295
2025
Q3 		$40.5K Hold
2,841
– – ﹤0.01% 2022
2025
Q2 		$39.4K Buy
+2,841
New +$37.3K ﹤0.01% 1908
2024
Q4 		$33.9K Hold
2,351
– – ﹤0.01% 1811
2024
Q3 		$32.4K Hold
2,351
– – ﹤0.01% 1757
2024
Q2 		$32.1K Buy
+2,351
New +$30.5K ﹤0.01% 1758
2023
Q4 		– Sell
-6
Closed -$73 – 3393
2023
Q3 		$73 Sell
6
-21,872
-100% -$280K ﹤0.01% 3187
2023
Q2 		$280K Buy
21,878
+1,806
+9% +$22.4K 0.01% 587
2023
Q1 		$242K Buy
20,072
+205
+1% +$2.63K 0.01% 601
2022
Q4 		$244K Buy
+19,867
New +$262K 0.02% 543

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

Global Retirement Partners's ETV Position: Q4 2025 in Review

Global Retirement Partners sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2025, closing a stake of 2,841 shares — an estimated $40.5K sold.

Global Retirement Partners first reported a position in ETV in Q4 2022 and held it in 9 quarters. The position peaked at $280K in Q2 2023. 183 funds tracked by Wall St. Rank hold ETV as of Q4 2025.

  • Global Retirement Partners reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 2,841 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2025, an estimated $40.5K.
  • Global Retirement Partners first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2022 and held it in 9 quarters.
  • Global Retirement Partners's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $280K in Q2 2023.
  • 183 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.