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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$92.9K	Sell	5,981 -12,615	-68%	-$192K	﹤0.01%	1985
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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allworth Financial's ETB Position: Q2 2026 in Review

Allworth Financial reduced its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) stake by 68% in Q2 2026, selling an estimated $192K and leaving 5,981 shares worth $92.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

Allworth Financial first reported a position in ETB in Q1 2021 and has held it in 22 quarters since. The position peaked at $283K in Q4 2025. 96 funds tracked by Wall St. Rank hold ETB as of Q2 2026.

Allworth Financial held 5,981 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $92.9K as of Q2 2026.
Allworth Financial sold 12,615 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2026, an estimated $192K.
Eaton Vance Tax-Managed Buy-Write Income Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1985 holding.
Allworth Financial first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q1 2021 and has held it in 22 quarters since.
Allworth Financial's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $283K in Q4 2025.
96 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.