EFS
ETB

Essex Financial Services’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Essex Financial Services’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
Q2 		$197K Hold
12,650
– – 0.01% 809
2026
Q1 		$182K Hold
12,650
– – 0.01% 767
2025
Q4 		$193K Hold
12,650
– – 0.01% 761
2025
Q3 		$190K Hold
12,650
– – 0.01% 725
2025
Q2 		$183K Hold
12,650
– – 0.01% 668
2025
Q1 		$173K Sell
12,650
-4,385
-26% -$64K 0.01% 611
2024
Q4 		$256K Buy
17,035
+93
+0.5% +$1.37K 0.02% 531
2024
Q3 		$247K Buy
16,942
+63
+0.4% +$888 0.02% 544
2024
Q2 		$230K Buy
16,879
+128
+0.8% +$1.75K 0.02% 547
2024
Q1 		$229K Buy
16,751
+84
+0.5% +$1.12K 0.02% 476
2023
Q4 		$216K Buy
16,667
+88
+0.5% +$1.11K 0.02% 465
2023
Q3 		$209K Buy
16,579
+82
+0.5% +$1.1K 0.02% 442
2023
Q2 		$229K Sell
16,497
-3,359
-17% -$43.9K 0.03% 418
2023
Q1 		$259K Buy
19,856
+89
+0.5% +$1.18K 0.03% 407
2022
Q4 		$259K Buy
19,767
+2,994
+18% +$42.7K 0.03% 394
2022
Q3 		$222K Buy
16,773
+85
+0.5% +$1.35K 0.03% 409
2022
Q2 		$251K Buy
16,688
+84
+0.5% +$1.29K 0.03% 406
2022
Q1 		$281K Buy
16,604
+79
+0.5% +$1.31K 0.03% 398
2021
Q4 		$283K Sell
16,525
-146
-0.9% -$2.42K 0.03% 378
2021
Q3 		$267K Buy
16,671
+135
+0.8% +$2.23K 0.03% 367
2021
Q2 		$260K Hold
16,536
– – 0.04% 362
2021
Q1 		$260K Sell
16,536
-434
-3% -$6.53K 0.05% 294
2020
Q4 		$255K Buy
16,970
+6,959
+70% +$98.6K 0.05% 265
2020
Q3 		$137K Buy
+10,011
New +$140K 0.03% 274
2016
Q1 		– Sell
-18,106
Closed -$302K – 314
2015
Q4 		$302K Buy
18,106
+1,851
+11% +$29.9K 0.07% 232
2015
Q3 		$248K Buy
16,255
+1,255
+8% +$20.2K 0.06% 263
2015
Q2 		$232K Hold
15,000
– – 0.06% 283
2015
Q1 		$238K Hold
15,000
– – 0.06% 277
2014
Q4 		$239K Hold
15,000
– – 0.06% 271
2014
Q3 		$234K Buy
15,000
+5,000
+50% +$79.9K 0.07% 259
2014
Q2 		$160K Buy
+10,000
New +$159K 0.05% 296

Other funds holding ETB

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Essex Financial Services's ETB Position: Q2 2026 in Review

Essex Financial Services held its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) position steady in Q2 2026 at 12,650 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #809.

Essex Financial Services first reported a position in ETB in Q2 2014 and has held it in 31 quarters since. The position peaked at $302K in Q4 2015. 95 funds tracked by Wall St. Rank hold ETB as of Q2 2026.

  • Essex Financial Services held 12,650 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $197K as of Q2 2026.
  • Essex Financial Services left its Eaton Vance Tax-Managed Buy-Write Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Tax-Managed Buy-Write Income Fund made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #809 holding.
  • Essex Financial Services first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2014 and has held it in 31 quarters since.
  • Essex Financial Services's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $302K in Q4 2015.
  • 95 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.