American Portfolios Advisors’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

American Portfolios Advisors’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 Q3	$22K	Hold	2,448	–	–	﹤0.01%	2139
2022 Q2	$24.8K	Hold	2,448	–	–	﹤0.01%	2117
2022 Q1	$28.8K	Hold	2,448	–	–	﹤0.01%	2176
2021 Q4	$29.9K	Buy	2,448 +198	+9%	+$2.37K	﹤0.01%	2133
2021 Q3	$25.4K	Hold	2,250	–	–	﹤0.01%	2160
2021 Q2	$25.9K	Buy	+2,250	New	+$25.3K	﹤0.01%	2087
2018 Q3	–	Sell	-2,595	Closed	-$23.7K	–	2502
2018 Q2	$23.7K	Hold	2,595	–	–	﹤0.01%	1399
2018 Q1	$24.9K	Hold	2,595	–	–	﹤0.01%	1311
2017 Q4	$26.6K	Buy	+2,595	New	+$29.2K	﹤0.01%	1229

Other funds holding EXD

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 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Portfolios Advisors's EXD Position: Q3 2022 in Review

American Portfolios Advisors held its Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) position steady in Q3 2022 at 2,448 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

American Portfolios Advisors first reported a position in EXD in Q4 2017 and has held it in 9 quarters since. The position peaked at $29.9K in Q4 2021. 22 funds tracked by Wall St. Rank hold EXD as of Q3 2022.

American Portfolios Advisors held 2,448 shares of Eaton Vance TaxManaged Buy-Write Strategy Fund worth $22K as of Q3 2022.
American Portfolios Advisors left its Eaton Vance TaxManaged Buy-Write Strategy Fund share count unchanged in Q3 2022.
Eaton Vance TaxManaged Buy-Write Strategy Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2139 holding.
American Portfolios Advisors first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q4 2017 and has held it in 9 quarters since.
American Portfolios Advisors's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $29.9K in Q4 2021.
22 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.