NC
ETV

NewSquare Capital’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-1,234
Closed -$17.1K – 520
2025
Q2 		$17.1K Hold
1,234
– – ﹤0.01% 518
2025
Q1 		$16.3K Buy
+1,234
New +$17.3K ﹤0.01% 413
2018
Q4 		– Sell
-1,100
Closed -$18K – 332
2018
Q3 		$18K Buy
+1,100
New +$17.5K ﹤0.01% 211

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

NewSquare Capital's ETV Position: Q3 2025 in Review

NewSquare Capital sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q3 2025, closing a stake of 1,234 shares — an estimated $17.1K sold.

NewSquare Capital first reported a position in ETV in Q3 2018 and held it in 3 quarters. The position peaked at $18K in Q3 2018. 184 funds tracked by Wall St. Rank hold ETV as of Q3 2025.

  • NewSquare Capital reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 1,234 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q3 2025, an estimated $17.1K.
  • NewSquare Capital first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q3 2018 and held it in 3 quarters.
  • NewSquare Capital's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $18K in Q3 2018.
  • 184 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.