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

Empirical Wealth Management’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 Q2	–	Sell	-10,837	Closed	-$148K	–	706
2025 Q1	$148K	Hold	10,837	–	–	﹤0.01%	627
2024 Q4	$163K	Hold	10,837	–	–	﹤0.01%	586
2024 Q3	$156K	Hold	10,837	–	–	﹤0.01%	547
2024 Q2	$153K	Hold	10,837	–	–	﹤0.01%	545
2024 Q1	$148K	Hold	10,837	–	–	﹤0.01%	517
2023 Q4	$141K	Sell	10,837 -2,150	-17%	-$27.2K	﹤0.01%	483
2023 Q3	$164K	Buy	+12,987	New	+$174K	0.01%	450

Other funds holding ETB

SFS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Empirical Wealth Management's ETB Position: Q2 2025 in Review

Empirical Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q2 2025, closing a stake of 10,837 shares — an estimated $148K sold.

Empirical Wealth Management first reported a position in ETB in Q3 2023 and held it in 7 quarters. The position peaked at $164K in Q3 2023. 88 funds tracked by Wall St. Rank hold ETB as of Q2 2025.

Empirical Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q2 2025 after selling out during the quarter.
Empirical Wealth Management sold 10,837 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2025, an estimated $148K.
Empirical Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q3 2023 and held it in 7 quarters.
Empirical Wealth Management's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $164K in Q3 2023.
88 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2025.

Based on Empirical Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.