RSWM
ETV

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

Robertson Stephens 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
2025
Q4 		– Sell
-12,378
Closed -$176K – 659
2025
Q3 		$176K Hold
12,378
– – 0.01% 517
2025
Q2 		$172K Hold
12,378
– – 0.01% 535
2025
Q1 		$164K Buy
+12,378
New +$174K 0.01% 533

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

Robertson Stephens Wealth Management's ETV Position: Q4 2025 in Review

Robertson Stephens Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2025, closing a stake of 12,378 shares — an estimated $176K sold.

Robertson Stephens Wealth Management first reported a position in ETV in Q1 2025 and held it in 3 quarters. The position peaked at $176K in Q3 2025. 183 funds tracked by Wall St. Rank hold ETV as of Q4 2025.

  • Robertson Stephens Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 12,378 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2025, an estimated $176K.
  • Robertson Stephens Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2025 and held it in 3 quarters.
  • Robertson Stephens Wealth Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $176K 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 Robertson Stephens Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.