NFSG
ETV

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

Newbridge Financial Services 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
-2,363
Closed -$33.7K – 1279
2025
Q3 		$33.7K Hold
2,363
– – 0.01% 604
2025
Q2 		$32.8K Buy
+2,363
New +$31K 0.01% 590
2020
Q4 		– Sell
-411
Closed -$6K – 1125
2020
Q3 		$6K Buy
+411
New +$5.87K 0.01% 773

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

Newbridge Financial Services Group's ETV Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2025, closing a stake of 2,363 shares — an estimated $33.7K sold.

Newbridge Financial Services Group first reported a position in ETV in Q3 2020 and held it in 3 quarters. The position peaked at $33.7K in Q3 2025. 183 funds tracked by Wall St. Rank hold ETV as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 2,363 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2025, an estimated $33.7K.
  • Newbridge Financial Services Group first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2020 and held it in 3 quarters.
  • Newbridge Financial Services Group's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $33.7K in Q3 2025.
  • 183 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.