GSWM
ETB

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

Golden State 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
2026
Q1 		$9.38K Buy
650
+10
+2% +$152 ﹤0.01% 1102
2025
Q4 		$9.78K Buy
640
+10
+2% +$151 ﹤0.01% 1109
2025
Q3 		$9.45K Sell
630
-1,990
-76% -$29.3K ﹤0.01% 1113
2025
Q2 		$37.8K Buy
2,620
+11
+0.4% +$150 ﹤0.01% 709
2025
Q1 		$35.6K Sell
2,609
-97
-4% -$1.42K 0.01% 665
2024
Q4 		$40.6K Buy
+2,706
New +$39.9K 0.01% 619
2020
Q4 		– Sell
-2,659
Closed -$36K – 287
2020
Q3 		$36K Buy
+2,659
New +$37.1K 0.01% 352
2020
Q2 		– Sell
-2,993
Closed -$36K – 399
2020
Q1 		$36K Buy
+2,993
New +$45.4K 0.02% 407
2019
Q4 		– Sell
-2,941
Closed -$46K – 309
2019
Q3 		$46K Buy
2,941
+25
+0.9% +$391 0.02% 447
2019
Q2 		$45K Buy
2,916
+23
+0.8% +$360 0.01% 482
2019
Q1 		$45K Buy
+2,893
New +$43K 0.02% 469

Other funds holding ETB

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return