KFGK
ETB

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
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

GC
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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