Keystone Financial Group (Kentucky)’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Keystone Financial Group (Kentucky)’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	$437K	Hold	28,150	–	–	0.03%	351
2026 Q1	$406K	Hold	28,150	–	–	0.03%	336
2025 Q4	$430K	Buy	28,150 +12,300	+78%	+$186K	0.03%	283
2025 Q3	$238K	Buy	+15,850	New	+$233K	0.02%	370
2020 Q2	–	Sell	-11,319	Closed	-$138K	–	229
2020 Q1	$138K	Buy	11,319 +76	+0.7%	+$1.15K	0.05%	195
2019 Q4	$184K	Buy	11,243 +66	+0.6%	+$1.07K	0.05%	242
2019 Q3	$175K	Buy	11,177 +68	+0.6%	+$1.06K	0.05%	223
2019 Q2	$174K	Sell	11,109 -2,134	-16%	-$33.4K	0.06%	219
2019 Q1	$207K	Buy	13,243 +67	+0.5%	+$996	0.07%	208
2018 Q4	$177K	Sell	13,176 -5,982	-31%	-$90.1K	0.08%	173
2018 Q3	$319K	Buy	19,158 +58	+0.3%	+$962	0.13%	138
2018 Q2	$306K	Buy	19,100 +1,660	+10%	+$26.5K	0.17%	118
2018 Q1	$269K	Buy	+17,440	New	+$285K	0.15%	120

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 $319M AUM 3.9% 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

Keystone Financial Group (Kentucky)'s ETB Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) held its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) position steady in Q2 2026 at 28,150 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #351.

Keystone Financial Group (Kentucky) first reported a position in ETB in Q1 2018 and has held it in 13 quarters since. 96 funds tracked by Wall St. Rank hold ETB as of Q2 2026.

Keystone Financial Group (Kentucky) held 28,150 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $437K as of Q2 2026.
Keystone Financial Group (Kentucky) left its Eaton Vance Tax-Managed Buy-Write Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Buy-Write Income Fund made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #351 holding.
Keystone Financial Group (Kentucky) first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q1 2018 and has held it in 13 quarters since.
96 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.