CIA
ETB

Cape Investment Advisory’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-1,054
Closed -$16.1K – 503
2025
Q4 		$16.1K Buy
+1,054
New +$15.9K ﹤0.01% 657
2025
Q3 		– Sell
-1,054
Closed -$15.2K – 948
2025
Q2 		$15.2K Hold
1,054
– – 0.01% 560
2025
Q1 		$14.4K Hold
1,054
– – 0.01% 539
2024
Q4 		$15.8K Hold
1,054
– – 0.01% 510
2024
Q3 		$15.2K Hold
1,054
– – 0.01% 497
2024
Q2 		$14.9K Hold
1,054
– – 0.01% 466
2024
Q1 		$14.4K Hold
1,054
– – 0.01% 483
2023
Q4 		$13.7K Hold
1,054
– – 0.01% 603
2023
Q3 		$13.3K Hold
1,054
– – 0.01% 516
2023
Q2 		$14.6K Hold
1,054
– – 0.01% 487
2023
Q1 		$13.8K Buy
+1,054
New +$14K 0.01% 484

Other funds holding ETB

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return