Gladstone Institutional Advisory LLC
Position in ETV — Eaton Vance Tax-Managed Buy-Write Opportunities Fund
CIK 1766530
Bedminster, NJ
Position in ETV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$440,894
-$162,267 QoQ
Shares Held
29,630
-32.8% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#12
of 53 holders
Holding Since
Mar 2022
18 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, 2026Gladstone Institutional Advisory LLC holds $20,269,108 across 24 Asset Management names. ETV ranks #10 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
163,844 | $4,943,173 | |
| 2 | DNP |
Dnp Select Income Fund Inc
|
320,063 | $3,453,479 | |
| 3 | BLK |
BlackRock, Inc.
|
2,894 | $2,782,754 | |
| 4 | RJF |
Raymond James Financial Inc
|
9,673 | $1,470,586 | |
| 5 | USA |
Liberty All Star Equity Fund
|
193,049 | $1,121,614 | |
| 6 | BX |
Blackstone Inc.
|
7,787 | $916,296 | |
| 7 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
56,870 | $826,889 | |
| 8 | JFR |
Nuveen Floating Rate Income Fund
|
71,605 | $549,210 |
All Filings in ETV
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,894 | 29,630 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $603,161 | 44,123 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $371,263 | 25,854 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $339,007 | 23,790 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $453,438 | 32,692 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $424,675 | 32,148 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $448,468 | 31,122 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $435,873 | 31,585 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $375,350 | 27,458 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $358,199 | 27,703 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $356,028 | 28,875 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $351,127 | 29,334 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $172,274 | 13,480 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $155,045 | 12,276 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $204,953 | 16,690 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $222,484 | 16,919 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $181,006 | 13,398 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $215,993 | 13,828 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||