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Equibles

Essex Financial Services, Inc.

Position in ETV — Eaton Vance Tax-Managed Buy-Write Opportunities Fund

CIK 1315785 ESSEX, CT
Back to ETV Full portfolio

Position in ETV

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$468,362
+$45,508 QoQ
Shares Held
31,476
+1.8% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#76
of 193 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

Essex Financial Services, Inc. holds $29,730,366 across 28 Asset Management names. ETV ranks #12 (1.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PHYS
Sprott Physical Gold Trust
 407,507 $12,294,486
2 BX
Blackstone Inc.
 27,418 $3,226,276
3 FUND
Sprott Focus Trust Inc.
 218,889 $2,075,067
4 ARCC
Ares Capital Corp
 95,662 $1,772,616
5 KKR
KKR & Co. Inc.
 14,785 $1,356,967
6 KYN
Kayne Anderson Energy Infrastructure Fund, Inc.
 70,114 $969,676
7 HTGC
Hercules Capital, Inc.
 56,448 $890,184
8 BLK
BlackRock, Inc.
 840 $807,710

All Filings in ETV

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $468,362 31,476
2026-03-31 $422,854 30,933
2025-12-31 $436,271 30,381
2025-09-30 $425,376 29,851
2025-06-30 $406,599 29,315
2025-03-31 $380,012 28,767
2024-12-31 $404,762 28,089
2024-09-30 $383,088 27,760
2024-06-30 $372,425 27,244
2024-03-31 $343,601 26,574
2023-12-31 $321,566 26,080
2023-09-30 $306,168 25,578
2023-06-30 $320,982 25,116
2023-03-31 $311,291 24,647
2022-12-31 $296,979 24,184
2022-09-30 $317,519 24,146
2022-06-30 $324,820 24,043
2022-03-31 $374,036 23,946
2021-12-31 $332,355 19,854
2021-09-30 $317,465 19,854
2021-06-30 $323,239 19,855
2021-03-31 $307,553 19,855
2020-12-31 $304,774 19,855
2020-09-30 $274,594 19,855
2020-06-30 $280,352 19,855
2020-03-31 $239,451 19,855