IWP
ETB

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

Innova Wealth 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
2024
Q4 		– Sell
-41,035
Closed -$592K – 110
2024
Q3 		$592K Buy
+41,035
New +$578K 0.49% 43

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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
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

Innova Wealth Partners's ETB Position: Q4 2024 in Review

Innova Wealth Partners sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q4 2024, closing a stake of 41,035 shares — an estimated $592K sold.

Innova Wealth Partners first reported a position in ETB in Q3 2024 and held it in 1 quarter. The position peaked at $592K in Q3 2024. 90 funds tracked by Wall St. Rank hold ETB as of Q4 2024.

  • Innova Wealth Partners reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q4 2024 after selling out during the quarter.
  • Innova Wealth Partners sold 41,035 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q4 2024, an estimated $592K.
  • Innova Wealth Partners first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q3 2024 and held it in 1 quarter.
  • Innova Wealth Partners's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $592K 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 Innova Wealth Partners's 13F filing for Q4 2024, filed 8 Jan 2025.