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

Claro 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
2025 Q3	–	Sell	-10,604	Closed	-$153K	–	407
2025 Q2	$153K	Sell	10,604 -1,878	-15%	-$25.6K	0.03%	367
2025 Q1	$170K	Sell	12,482 -2,336	-16%	-$34.1K	0.02%	497
2024 Q4	$222K	Sell	14,818 -28,576	-66%	-$421K	0.03%	438
2024 Q3	$626K	Sell	43,394 -5,116	-11%	-$72.1K	0.08%	234
2024 Q2	$685K	Sell	48,510 -158	-0.3%	-$2.15K	0.11%	195
2024 Q1	$664K	Buy	48,668 +6,080	+14%	+$80.9K	0.12%	196
2023 Q4	$553K	Buy	+42,588	New	+$540K	0.12%	193

Other funds holding ETB

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

1CP

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Claro Advisors's ETB Position: Q3 2025 in Review

Claro Advisors sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q3 2025, closing a stake of 10,604 shares — an estimated $153K sold.

Claro Advisors first reported a position in ETB in Q4 2023 and held it in 7 quarters. The position peaked at $685K in Q2 2024. 86 funds tracked by Wall St. Rank hold ETB as of Q3 2025.

Claro Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q3 2025 after selling out during the quarter.
Claro Advisors sold 10,604 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q3 2025, an estimated $153K.
Claro Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2023 and held it in 7 quarters.
Claro Advisors's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $685K in Q2 2024.
86 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q3 2025.

Based on Claro Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.