MWM
ETB

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

Modern 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
2025
Q4 		– Sell
-10,076
Closed -$151K – 860
2025
Q3 		$151K Buy
+10,076
New +$148K ﹤0.01% 779

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Modern Wealth Management's ETB Position: Q4 2025 in Review

Modern Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q4 2025, closing a stake of 10,076 shares — an estimated $151K sold.

Modern Wealth Management first reported a position in ETB in Q3 2025 and held it in 1 quarter. The position peaked at $151K in Q3 2025. 88 funds tracked by Wall St. Rank hold ETB as of Q4 2025.

  • Modern Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q4 2025 after selling out during the quarter.
  • Modern Wealth Management sold 10,076 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q4 2025, an estimated $151K.
  • Modern Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q3 2025 and held it in 1 quarter.
  • Modern Wealth Management's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $151K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.