GWSG
ETV

GPS Wealth Strategies Group’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

GPS Wealth Strategies Group’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
-33,229
Closed -$474K – 878
2025
Q3 		$474K Hold
33,229
– – 0.05% 197
2025
Q2 		$461K Hold
33,229
– – 0.05% 194
2025
Q1 		$439K Sell
33,229
-3,457
-9% -$48.6K 0.06% 189
2024
Q4 		$529K Buy
36,686
+2,841
+8% +$40.1K 0.07% 163
2024
Q3 		$467K Hold
33,845
– – 0.06% 189
2024
Q2 		$463K Hold
33,845
– – 0.07% 169
2024
Q1 		$438K Buy
33,845
+375
+1% +$4.77K 0.07% 170
2023
Q4 		$413K Sell
33,470
-1,147
-3% -$13.9K 0.08% 167
2023
Q3 		$414K Hold
34,617
– – 0.08% 162
2023
Q2 		$442K Sell
34,617
-7,284
-17% -$90.4K 0.08% 156
2023
Q1 		$529K Buy
41,901
+6,487
+18% +$83.1K 0.11% 137
2022
Q4 		$435K Sell
35,414
-1,655
-4% -$21.9K 0.13% 83
2022
Q3 		$487K Sell
37,069
-650
-2% -$9.57K 0.12% 124
2022
Q2 		$510K Buy
37,719
+20,940
+125% +$300K 0.13% 123
2022
Q1 		$262K Buy
+16,779
New +$263K 0.06% 178

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

GPS Wealth Strategies Group's ETV Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2025, closing a stake of 33,229 shares — an estimated $474K sold.

GPS Wealth Strategies Group first reported a position in ETV in Q1 2022 and held it in 15 quarters. The position peaked at $529K in Q1 2023. 183 funds tracked by Wall St. Rank hold ETV as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 33,229 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2025, an estimated $474K.
  • GPS Wealth Strategies Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2022 and held it in 15 quarters.
  • GPS Wealth Strategies Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $529K in Q1 2023.
  • 183 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.