Northwestern Mutual Wealth Management
ETV

Northwestern Mutual Wealth Management’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Northwestern Mutual Wealth Management’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 		$159K Buy
10,673
+820
+8% +$11.9K ﹤0.01% 2094
2026
Q1 		$135K Buy
9,853
+25
+0.3% +$360 ﹤0.01% 2056
2025
Q4 		$141K Sell
9,828
-1,684
-15% -$24.1K ﹤0.01% 2001
2025
Q3 		$164K Buy
11,512
+3,247
+39% +$45.3K ﹤0.01% 1873
2025
Q2 		$115K Sell
8,265
-4,104
-33% -$53.8K ﹤0.01% 1957
2025
Q1 		$163K Buy
12,369
+141
+1% +$1.98K ﹤0.01% 1750
2024
Q4 		$176K Buy
12,228
+4,030
+49% +$56.9K ﹤0.01% 1705
2024
Q3 		$113K Sell
8,198
-890
-10% -$12K ﹤0.01% 1844
2024
Q2 		$124K Sell
9,088
-2,012
-18% -$26.1K ﹤0.01% 1748
2024
Q1 		$144K Sell
11,100
-4,776
-30% -$60.8K ﹤0.01% 1675
2023
Q4 		$196K Sell
15,876
-7,531
-32% -$91.1K ﹤0.01% 1514
2023
Q3 		$280K Sell
23,407
-1,866
-7% -$23.9K ﹤0.01% 1344
2023
Q2 		$323K Buy
25,273
+4,956
+24% +$61.5K ﹤0.01% 1304
2023
Q1 		$257K Sell
20,317
-13,526
-40% -$173K ﹤0.01% 1354
2022
Q4 		$416K Sell
33,843
-982
-3% -$13K ﹤0.01% 1160
2022
Q3 		$458K Sell
34,825
-4,436
-11% -$65.3K ﹤0.01% 1081
2022
Q2 		$531K Buy
39,261
+2,124
+6% +$30.4K ﹤0.01% 1024
2022
Q1 		$581K Sell
37,137
-6,832
-16% -$107K ﹤0.01% 1020
2021
Q4 		$736K Sell
43,969
-297
-0.7% -$4.9K ﹤0.01% 929
2021
Q3 		$708K Sell
44,266
-3,739
-8% -$61.6K ﹤0.01% 870
2021
Q2 		$781K Sell
48,005
-5,196
-10% -$83.3K ﹤0.01% 829
2021
Q1 		$824K Buy
53,201
+3,804
+8% +$57.9K ﹤0.01% 764
2020
Q4 		$758K Sell
49,397
-3,871
-7% -$56.1K ﹤0.01% 718
2020
Q3 		$737K Buy
53,268
+9,137
+21% +$130K ﹤0.01% 651
2020
Q2 		$623K Buy
44,131
+8,603
+24% +$116K ﹤0.01% 642
2020
Q1 		$428K Buy
35,528
+11,751
+49% +$163K ﹤0.01% 687
2019
Q4 		$356K Sell
23,777
-3,021
-11% -$45.1K ﹤0.01% 759
2019
Q3 		$392K Sell
26,798
-27,534
-51% -$411K ﹤0.01% 689
2019
Q2 		$816K Sell
54,332
-1,427
-3% -$21.2K ﹤0.01% 506
2019
Q1 		$837K Sell
55,759
-353
-0.6% -$5.19K ﹤0.01% 484
2018
Q4 		$756K Buy
56,112
+4,104
+8% +$60.4K ﹤0.01% 478
2018
Q3 		$837K Buy
52,008
+2,746
+6% +$43.8K ﹤0.01% 460
2018
Q2 		$761K Buy
49,262
+3,567
+8% +$54.3K ﹤0.01% 458
2018
Q1 		$680K Buy
45,695
+5,142
+13% +$78.7K ﹤0.01% 462
2017
Q4 		$623K Buy
40,553
+7,518
+23% +$114K ﹤0.01% 466
2017
Q3 		$506K Buy
33,035
+4,251
+15% +$65.2K ﹤0.01% 476
2017
Q2 		$439K Buy
28,784
+576
+2% +$8.87K ﹤0.01% 502
2017
Q1 		$429K Buy
28,208
+441
+2% +$6.71K ﹤0.01% 492
2016
Q4 		$412K Buy
+27,767
New +$411K ﹤0.01% 486
2016
Q3 		– Sell
-26,652
Closed -$393K – 588
2016
Q2 		$393K Buy
26,652
+548
+2% +$8.1K 0.01% 452
2016
Q1 		$383K Buy
26,104
+144
+0.6% +$2.05K 0.01% 445
2015
Q4 		$397K Buy
25,960
+132
+0.5% +$1.98K 0.01% 394
2015
Q3 		$367K Buy
25,828
+5,678
+28% +$83.7K 0.01% 383
2015
Q2 		$299K Sell
20,150
-340
-2% -$5.14K 0.01% 407
2015
Q1 		$307K Buy
20,490
+13,955
+214% +$204K 0.01% 385
2014
Q4 		$92K Hold
6,535
– – ﹤0.01% 537
2014
Q3 		$97K Buy
6,535
+4,650
+247% +$69.9K ﹤0.01% 500
2014
Q2 		$28K Sell
1,885
-5,898
-76% -$86.3K ﹤0.01% 697
2014
Q1 		$111K Sell
7,783
-2,376
-23% -$33.4K ﹤0.01% 467
2013
Q4 		$142K Sell
10,159
-4,386
-30% -$59.3K 0.01% 430
2013
Q3 		$190K Buy
14,545
+4,691
+48% +$62.2K 0.01% 359
2013
Q2 		$129K Buy
+9,854
New +$130K 0.01% 402

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

Northwestern Mutual Wealth Management's ETV Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 8.3% in Q2 2026, buying an estimated $11.9K and bringing the position to 10,673 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Northwestern Mutual Wealth Management first reported a position in ETV in Q2 2013 and has held it in 52 quarters since. The position peaked at $837K in Q1 2019. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Northwestern Mutual Wealth Management held 10,673 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $159K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 820 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $11.9K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2094 holding.
  • Northwestern Mutual Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2013 and has held it in 52 quarters since.
  • Northwestern Mutual Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $837K in Q1 2019.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.