AIP
EXD

Ahrens Investment Partners’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Ahrens Investment Partners’s Portfolio EXD Stock Details EXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,500
Closed -$41K – 1091
2022
Q1 		$41K Buy
+3,500
New +$41K 0.01% 434

Other funds holding EXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Ahrens Investment Partners's EXD Position: Q2 2022 in Review

Ahrens Investment Partners sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q2 2022, closing a stake of 3,500 shares — an estimated $41K sold.

Ahrens Investment Partners first reported a position in EXD in Q1 2022 and held it in 1 quarter. The position peaked at $41K in Q1 2022. 23 funds tracked by Wall St. Rank hold EXD as of Q2 2022.

  • Ahrens Investment Partners reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q2 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 3,500 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q2 2022, an estimated $41K.
  • Ahrens Investment Partners first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q1 2022 and held it in 1 quarter.
  • Ahrens Investment Partners's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $41K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q2 2022.

Based on Ahrens Investment Partners's 13F filing for Q2 2022, filed 2 Aug 2022.