MWM
ETB

Meridian Wealth Management’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Meridian Wealth Management’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 		$1.08M Buy
74,893
+2,874
+4% +$43.6K 0.04% 342
2025
Q4 		$1.1M Buy
72,019
+4,564
+7% +$69K 0.04% 333
2025
Q3 		$1.01M Buy
67,455
+3,820
+6% +$56.3K 0.04% 325
2025
Q2 		$919K Buy
63,635
+6,339
+11% +$86.2K 0.04% 327
2025
Q1 		$782K Buy
57,296
+7,535
+15% +$110K 0.04% 333
2024
Q4 		$746K Buy
49,761
+8,890
+22% +$131K 0.04% 339
2024
Q3 		$590K Buy
40,871
+10,803
+36% +$152K 0.03% 381
2024
Q2 		$425K Buy
+30,068
New +$410K 0.05% 194
2024
Q1 		– Sell
-23,569
Closed -$306K – 295
2023
Q4 		$306K Buy
23,569
+568
+2% +$7.2K 0.02% 496
2023
Q3 		$290K Buy
23,001
+339
+1% +$4.55K 0.02% 460
2023
Q2 		$315K Sell
22,662
-386
-2% -$5.05K 0.03% 424
2023
Q1 		$301K Sell
23,048
-769
-3% -$10.2K 0.03% 423
2022
Q4 		$313K Buy
23,817
+2,415
+11% +$34.4K 0.03% 404
2022
Q3 		$283K Buy
21,402
+6,184
+41% +$98.1K 0.03% 378
2022
Q2 		$229K Buy
15,218
+2,211
+17% +$34.1K 0.02% 493
2022
Q1 		$220K Buy
13,007
+229
+2% +$3.79K 0.02% 359
2021
Q4 		$219K Sell
12,778
-2,101
-14% -$34.9K 0.02% 374
2021
Q3 		$238K Sell
14,879
-254
-2% -$4.19K 0.03% 349
2021
Q2 		$254K Buy
15,133
+81
+0.5% +$1.32K 0.03% 333
2021
Q1 		$237K Buy
15,052
+1,544
+11% +$23.2K 0.03% 316
2020
Q4 		$202K Buy
13,508
+1,932
+17% +$27.4K 0.03% 320
2020
Q3 		$157K Buy
+11,576
New +$162K 0.04% 241

Other funds holding ETB

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

Meridian Wealth Management's ETB Position: Q1 2026 in Review

Meridian Wealth Management increased its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) stake by 4% in Q1 2026, buying an estimated $43.6K and bringing the position to 74,893 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #342.

Meridian Wealth Management first reported a position in ETB in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.1M in Q4 2025. 92 funds tracked by Wall St. Rank hold ETB as of Q1 2026.

  • Meridian Wealth Management held 74,893 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $1.08M as of Q1 2026.
  • Meridian Wealth Management bought 2,874 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2026, an estimated $43.6K.
  • Eaton Vance Tax-Managed Buy-Write Income Fund made up 0.04% of Meridian Wealth Management's portfolio in Q1 2026, its #342 holding.
  • Meridian Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q3 2020 and has held it in 22 quarters since.
  • Meridian Wealth Management's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $1.1M in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.