Householder Group Estate & Retirement Specialist’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-4,387	Closed	-$63K	–	737
2024 Q3	$63K	Hold	4,387	–	–	0.02%	446
2024 Q2	$61K	Hold	4,387	–	–	0.02%	446
2024 Q1	$59.9K	Hold	4,387	–	–	0.02%	444
2023 Q4	$56K	Sell	4,387 -85	-2%	-$1.08K	0.02%	439
2023 Q3	$56.4K	Buy	+4,472	New	+$60K	0.02%	418
2023 Q1	$58K	Buy	+4,472	New	+$59.5K	0.02%	412
2022 Q4	–	Sell	-1,964	Closed	-$25K	–	539
2022 Q3	$25K	Buy	+1,964	New	+$31.2K	0.01%	530

Other funds holding ETB

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ETB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q4 2024, closing a stake of 4,387 shares — an estimated $63K sold.

Householder Group Estate & Retirement Specialist first reported a position in ETB in Q3 2022 and held it in 7 quarters. The position peaked at $63K in Q3 2024. 90 funds tracked by Wall St. Rank hold ETB as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 4,387 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q4 2024, an estimated $63K.
Householder Group Estate & Retirement Specialist first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $63K in Q3 2024.
90 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.