FWA
ETB

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

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-1,557
Closed -$20.5K – 185
2022
Q4 		$20.5K Buy
+1,557
New +$22.2K 0.03% 203

Other funds holding ETB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Freedom Wealth Alliance's ETB Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q1 2023, closing a stake of 1,557 shares — an estimated $20.5K sold.

Freedom Wealth Alliance first reported a position in ETB in Q4 2022 and held it in 1 quarter. The position peaked at $20.5K in Q4 2022. 74 funds tracked by Wall St. Rank hold ETB as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 1,557 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2023, an estimated $20.5K.
  • Freedom Wealth Alliance first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $20.5K in Q4 2022.
  • 74 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.