KPWS
ETB

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

Kestra Private Wealth 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 		$195K Sell
13,524
-202
-1% -$3.07K ﹤0.01% 1645
2025
Q4 		$210K Sell
13,726
-101
-0.7% -$1.53K ﹤0.01% 1578
2025
Q3 		$207K Sell
13,827
-272
-2% -$4.01K ﹤0.01% 1545
2025
Q2 		$204K Buy
14,099
+166
+1% +$2.26K ﹤0.01% 1497
2025
Q1 		$190K Sell
13,933
-5,415
-28% -$79K ﹤0.01% 1392
2024
Q4 		$290K Buy
19,348
+397
+2% +$5.85K ﹤0.01% 1148
2024
Q3 		$273K Sell
18,951
-57
-0.3% -$803 0.01% 1121
2024
Q2 		$268K Buy
19,008
+310
+2% +$4.23K 0.01% 1087
2024
Q1 		$255K Buy
18,698
+2,574
+16% +$34.2K 0.01% 1076
2023
Q4 		$209K Buy
16,124
+1,873
+13% +$23.7K 0.01% 1092
2023
Q3 		$180K Buy
+14,251
New +$191K 0.01% 1047

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SFS
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Bank of America
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Invesco
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UBS Group
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LPL Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
1CP
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return