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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
Q3 		$16.2K Hold
1,054
– – ﹤0.01% 774
2026
Q2 		$16.4K Buy
+1,054
New +$16.1K ﹤0.01% 745
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

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RE
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return

Cape Investment Advisory's ETB Position: Q3 2026 in Review

Cape Investment Advisory held its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) position steady in Q3 2026 at 1,054 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Cape Investment Advisory first reported a position in ETB in Q1 2023 and has held it in 13 quarters since. The position peaked at $16.4K in Q2 2026. 8 funds tracked by Wall St. Rank hold ETB as of Q3 2026.

  • Cape Investment Advisory held 1,054 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $16.2K as of Q3 2026.
  • Cape Investment Advisory left its Eaton Vance Tax-Managed Buy-Write Income Fund share count unchanged in Q3 2026.
  • Eaton Vance Tax-Managed Buy-Write Income Fund made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #774 holding.
  • Cape Investment Advisory first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $16.4K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.