Essex Financial Services, Inc.
Position in ETV — Eaton Vance Tax-Managed Buy-Write Opportunities Fund
CIK 1315785
ESSEX, CT
Position in ETV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$422,854
-$13,417 QoQ
Shares Held
30,933
+1.8% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Essex Financial Services, Inc. holds $32,013,137 across 30 Asset Management names. ETV ranks #11 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
405,027 | $14,354,156 | |
| 2 | BX |
Blackstone Inc.
|
26,410 | $3,036,885 | |
| 3 | FUND |
Sprott Focus Trust Inc.
|
218,586 | $2,085,310 | |
| 4 | ARCC |
Ares Capital Corp
|
96,963 | $1,747,273 | |
| 5 | KKR |
KKR & Co. Inc.
|
14,921 | $1,380,192 | |
| 6 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
69,530 | $992,888 | |
| 7 | BLK |
BlackRock, Inc.
|
864 | $830,917 | |
| 8 | SII |
Sprott Inc.
|
5,807 | $829,820 |
All Filings in ETV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $422,854 | 30,933 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $436,271 | 30,381 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $425,376 | 29,851 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $406,599 | 29,315 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $380,012 | 28,767 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $404,762 | 28,089 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $383,088 | 27,760 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $372,425 | 27,244 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $343,601 | 26,574 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $321,566 | 26,080 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $306,168 | 25,578 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $320,982 | 25,116 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $311,291 | 24,647 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $296,979 | 24,184 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $317,519 | 24,146 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $324,820 | 24,043 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $374,036 | 23,946 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $332,355 | 19,854 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $317,465 | 19,854 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $323,239 | 19,855 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $307,553 | 19,855 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $304,774 | 19,855 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $274,594 | 19,855 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $280,352 | 19,855 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $239,451 | 19,855 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||