GRP
ETB

Global Retirement Partners’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Global Retirement Partners’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 		$200K Buy
+12,866
New +$196K ﹤0.01% 1585
2025
Q4 		$193K Sell
12,621
-1,382
-10% -$20.9K ﹤0.01% 1493
2025
Q3 		$210K Buy
14,003
+193
+1% +$2.84K ﹤0.01% 1150
2025
Q2 		$199K Buy
+13,810
New +$188K ﹤0.01% 1093
2024
Q4 		$154K Sell
10,235
-2,469
-19% -$36.4K ﹤0.01% 1067
2024
Q3 		$183K Buy
12,704
+151
+1% +$2.13K 0.01% 945
2024
Q2 		$177K Sell
12,553
-26,480
-68% -$361K 0.01% 934
2024
Q1 		$533K Sell
39,033
-2,513
-6% -$33.4K 0.02% 519
2023
Q4 		$542K Hold
41,546
– – 0.02% 478
2023
Q3 		$516K Sell
41,546
-4,826
-10% -$64.8K 0.03% 427
2023
Q2 		$644K Buy
46,372
+133
+0.3% +$1.74K 0.03% 395
2023
Q1 		$591K Buy
46,239
+2,778
+6% +$36.9K 0.03% 400
2022
Q4 		$572K Buy
43,461
+5,739
+15% +$81.8K 0.04% 351
2022
Q3 		$597K Buy
37,722
+12,879
+52% +$204K 0.05% 330
2022
Q2 		$373K Buy
24,843
+82
+0.3% +$1.26K 0.03% 408
2022
Q1 		$360K Buy
+24,761
New +$410K 0.03% 412

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

Global Retirement Partners's ETB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q2 2026: 12,866 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #1585 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ETB as recently as Q4 2025.

Global Retirement Partners first reported a position in ETB in Q1 2022 and has held it in 16 quarters since. The position peaked at $644K in Q2 2023. 95 funds tracked by Wall St. Rank hold ETB as of Q2 2026.

  • Global Retirement Partners held 12,866 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $200K as of Q2 2026.
  • Eaton Vance Tax-Managed Buy-Write Income Fund was a new Global Retirement Partners position in Q2 2026.
  • Eaton Vance Tax-Managed Buy-Write Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1585 holding.
  • Global Retirement Partners first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q1 2022 and has held it in 16 quarters since.
  • Global Retirement Partners's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $644K in Q2 2023.
  • 95 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.