Kestra Advisory Services’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Kestra Advisory Services’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	–	Sell	-5,600	Closed	-$85.5K	–	3501
2025 Q4	$85.5K	Buy	+5,600	New	+$84.7K	﹤0.01%	3556
2024 Q4	–	Sell	-11,181	Closed	-$161K	–	2700
2024 Q3	$161K	Buy	11,181 +129	+1%	+$1.82K	﹤0.01%	2411
2024 Q2	$156K	Sell	11,052 -3,181	-22%	-$43.4K	﹤0.01%	2462
2024 Q1	$194K	Sell	14,233 -523	-4%	-$6.96K	﹤0.01%	2284
2023 Q4	$192K	Buy	14,756 +71	+0.5%	+$900	﹤0.01%	2115
2023 Q3	$185K	Buy	14,685 +167	+1%	+$2.24K	﹤0.01%	1937
2023 Q2	$202K	Buy	+14,518	New	+$190K	﹤0.01%	1902
2020 Q4	–	Sell	-10,683	Closed	-$146K	–	1860
2020 Q3	$146K	Buy	+10,683	New	+$149K	﹤0.01%	1335

Other funds holding ETB

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kestra Advisory Services's ETB Position: Q1 2026 in Review

Kestra Advisory Services sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q1 2026, closing a stake of 5,600 shares — an estimated $85.5K sold.

Kestra Advisory Services first reported a position in ETB in Q3 2020 and held it in 8 quarters. The position peaked at $202K in Q2 2023. 92 funds tracked by Wall St. Rank hold ETB as of Q1 2026.

Kestra Advisory Services reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 5,600 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2026, an estimated $85.5K.
Kestra Advisory Services first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q3 2020 and held it in 8 quarters.
Kestra Advisory Services's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $202K in Q2 2023.
92 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.