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Stock index based on fund manager consensus updated each quarter
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AF
ETB
Allworth Financial’s
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
Stock Holding History
Allworth Financial’s Portfolio
ETB Stock Details
ETB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$268K
Buy
18,596
+72
+0.4%
+$1.09K
﹤0.01%
1237
2025
Q4
$283K
Buy
18,524
+68
+0.4%
+$1.03K
﹤0.01%
1175
2025
Q3
$277K
Sell
18,456
-227
-1%
-$3.34K
﹤0.01%
1134
2025
Q2
$270K
Buy
18,683
+14,857
+388%
+$202K
﹤0.01%
1060
2025
Q1
$50.3K
Buy
3,826
+69
+2%
+$1.01K
﹤0.01%
1544
2024
Q4
$57.4K
Buy
3,757
+735
+24%
+$10.8K
﹤0.01%
1514
2024
Q3
$43.6K
Buy
3,022
+22
+0.7%
+$310
﹤0.01%
1470
2024
Q2
$42.4K
Hold
3,000
–
–
﹤0.01%
1450
2024
Q1
$41K
Hold
3,000
–
–
﹤0.01%
1384
2023
Q4
$38.9K
Hold
3,000
–
–
﹤0.01%
1293
2023
Q3
$37.8K
Hold
3,000
–
–
﹤0.01%
1220
2023
Q2
$41.7K
Hold
3,000
–
–
﹤0.01%
1180
2023
Q1
$39.1K
Hold
3,000
–
–
﹤0.01%
1163
2022
Q4
$39.5K
Hold
3,000
–
–
﹤0.01%
1102
2022
Q3
$40K
Hold
3,000
–
–
﹤0.01%
1036
2022
Q2
$45K
Hold
3,000
–
–
﹤0.01%
945
2022
Q1
$51K
Hold
3,000
–
–
﹤0.01%
877
2021
Q4
$51K
Hold
3,000
–
–
﹤0.01%
829
2021
Q3
$48K
Hold
3,000
–
–
﹤0.01%
792
2021
Q2
$50K
Hold
3,000
–
–
﹤0.01%
614
2021
Q1
$47K
Buy
+3,000
New
+$45.2K
﹤0.01%
589
Other funds holding ETB
GC
Guggenheim Capital
Chicago, Illinois
$12.9B AUM
27.3%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
SFS
Shaker Financial Services
Arlington, Virginia
$319M AUM
3.9%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
1CP
1607 Capital Partners
Richmond, Virginia
$1.39B AUM
8.35%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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