AWA
ETB

Arkadios Wealth Advisors’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-288
Closed -$4K – 929
2021
Q3 		$4K Sell
288
-774
-73% -$12.8K ﹤0.01% 1642
2021
Q2 		$17K Buy
1,062
+926
+681% +$15.1K ﹤0.01% 1349
2021
Q1 		$2K Sell
136
-34
-20% -$512 ﹤0.01% 1514
2020
Q4 		$2K Buy
+170
New +$2.41K ﹤0.01% 1247

Other funds holding ETB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Arkadios Wealth Advisors's ETB Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q4 2021, closing a stake of 288 shares — an estimated $4K sold.

Arkadios Wealth Advisors first reported a position in ETB in Q4 2020 and held it in 4 quarters. The position peaked at $17K in Q2 2021. 62 funds tracked by Wall St. Rank hold ETB as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 288 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q4 2021, an estimated $4K.
  • Arkadios Wealth Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $17K in Q2 2021.
  • 62 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.