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 Q2	$167K	Sell	10,732 -5,713	-35%	-$87.2K	﹤0.01%	2257
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

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 $303M AUM 4.89% 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

Integrated Wealth Concepts's ETB Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) stake by 35% in Q2 2026, selling an estimated $87.2K and leaving 10,732 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

Integrated Wealth Concepts first reported a position in ETB in Q3 2020 and has held it in 9 quarters since. The position peaked at $1.45M in Q1 2025. 96 funds tracked by Wall St. Rank hold ETB as of Q2 2026.

Integrated Wealth Concepts held 10,732 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $167K as of Q2 2026.
Integrated Wealth Concepts sold 5,713 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2026, an estimated $87.2K.
Eaton Vance Tax-Managed Buy-Write Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2257 holding.
Integrated Wealth Concepts first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q3 2020 and has held it in 9 quarters since.
Integrated Wealth Concepts's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $1.45M in Q1 2025.
96 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.