Herold Advisors’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Herold Advisors’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
2022 Q2	–	Sell	-1,000	Closed	-$16.9K	–	325
2022 Q1	$16.9K	Buy	+1,000	New	+$16.6K	0.01%	536
2021 Q4	–	Sell	-1,000	Closed	-$16K	–	321
2021 Q3	$16K	Buy	+1,000	New	+$16.5K	0.01%	542

Other funds holding ETB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Herold Advisors's ETB Position: Q2 2022 in Review

Herold Advisors sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q2 2022, closing a stake of 1,000 shares — an estimated $16.9K sold.

Herold Advisors first reported a position in ETB in Q3 2021 and held it in 2 quarters. The position peaked at $16.9K in Q1 2022. 67 funds tracked by Wall St. Rank hold ETB as of Q2 2022.

Herold Advisors reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 1,000 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2022, an estimated $16.9K.
Herold Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q3 2021 and held it in 2 quarters.
Herold Advisors's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $16.9K in Q1 2022.
67 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.