IWC
ETB

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

Integrated Wealth Concepts’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 		$237K Buy
+16,445
New +$250K ﹤0.01% 2000
2025
Q4 		– Sell
-11,771
Closed -$177K – 1754
2025
Q3 		$177K Buy
11,771
+293
+3% +$4.32K ﹤0.01% 1875
2025
Q2 		$166K Sell
11,478
-94,990
-89% -$1.29M ﹤0.01% 1795
2025
Q1 		$1.45M Buy
+106,468
New +$1.55M 0.02% 671
2021
Q3 		– Sell
-13,583
Closed -$228K – 949
2021
Q2 		$228K Buy
13,583
+6
+0% +$98 0.01% 734
2021
Q1 		$214K Sell
13,577
-655
-5% -$9.86K 0.01% 679
2020
Q4 		$213K Sell
14,232
-99
-0.7% -$1.4K 0.01% 589
2020
Q3 		$195K Buy
+14,331
New +$200K 0.01% 543

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