Carson Wealth (CWM LLC)’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Carson Wealth (CWM LLC)’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	$12.8K	Hold	885	–	–	﹤0.01%	4681
2025 Q4	$14K	Hold	885	–	–	﹤0.01%	4368
2025 Q3	$13K	Hold	885	–	–	﹤0.01%	4345
2025 Q2	$13K	Hold	885	–	–	﹤0.01%	4157
2025 Q1	$12K	Hold	885	–	–	﹤0.01%	3999
2024 Q4	$13K	Hold	885	–	–	﹤0.01%	3707
2024 Q3	$13K	Hold	885	–	–	﹤0.01%	3620
2024 Q2	$12K	Hold	885	–	–	﹤0.01%	3427
2024 Q1	$12K	Hold	885	–	–	﹤0.01%	3222
2023 Q4	$11K	Hold	885	–	–	﹤0.01%	3130
2023 Q3	$11K	Hold	885	–	–	﹤0.01%	3076
2023 Q2	$12K	Buy	+885	New	+$11.6K	﹤0.01%	2973

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ETB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) position steady in Q1 2026 at 885 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4681.

Carson Wealth (CWM LLC) first reported a position in ETB in Q2 2023 and has held it in 12 quarters since. The position peaked at $14K in Q4 2025. 92 funds tracked by Wall St. Rank hold ETB as of Q1 2026.

Carson Wealth (CWM LLC) held 885 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $12.8K as of Q1 2026.
Carson Wealth (CWM LLC) left its Eaton Vance Tax-Managed Buy-Write Income Fund share count unchanged in Q1 2026.
Eaton Vance Tax-Managed Buy-Write Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4681 holding.
Carson Wealth (CWM LLC) first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2023 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $14K in Q4 2025.
92 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.