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 Q2	$10.3K	Buy	660 +10	+2%	+$153	﹤0.01%	1115
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	–	454
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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Golden State Wealth Management's ETB Position: Q2 2026 in Review

Golden State Wealth Management increased its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) stake by 1.5% in Q2 2026, buying an estimated $153 and bringing the position to 660 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Golden State Wealth Management first reported a position in ETB in Q1 2019 and has held it in 12 quarters since. The position peaked at $46K in Q3 2019. 96 funds tracked by Wall St. Rank hold ETB as of Q2 2026.

Golden State Wealth Management held 660 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $10.3K as of Q2 2026.
Golden State Wealth Management bought 10 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2026, an estimated $153.
Eaton Vance Tax-Managed Buy-Write Income Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1115 holding.
Golden State Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $46K in Q3 2019.
96 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.