AIP
ETB

Ahrens Investment Partners’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Ahrens Investment Partners’s Portfolio ETB Stock Details ETB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$5.68K Buy
+435
New +$5.79K ﹤0.01% 740
2022
Q3 		– Sell
-435
Closed -$7K – 395
2022
Q2 		$7K Hold
435
– – ﹤0.01% 706
2022
Q1 		$7K Sell
435
-3,500
-89% -$58K ﹤0.01% 791
2021
Q4 		$67K Buy
+3,935
New +$65.3K 0.03% 358

Other funds holding ETB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ahrens Investment Partners's ETB Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q1 2023: 435 shares worth $5.68K. The stake represents ﹤0.01% of the portfolio and ranks #740 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in ETB as recently as Q2 2022.

Ahrens Investment Partners first reported a position in ETB in Q4 2021 and has held it in 4 quarters since. The position peaked at $67K in Q4 2021. 74 funds tracked by Wall St. Rank hold ETB as of Q1 2023.

  • Ahrens Investment Partners held 435 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $5.68K as of Q1 2023.
  • Eaton Vance Tax-Managed Buy-Write Income Fund was a new Ahrens Investment Partners position in Q1 2023.
  • Eaton Vance Tax-Managed Buy-Write Income Fund made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #740 holding.
  • Ahrens Investment Partners first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $67K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.