PFG
ETB

Piershale Financial Group’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Piershale Financial Group’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
2023
Q2 		$17K Buy
1,226
+18
+1% +$235 0.01% 84
2023
Q1 		$15.8K Sell
1,208
-592
-33% -$7.87K 0.01% 82
2022
Q4 		$23.7K Buy
+1,800
New +$25.6K 0.02% 59

Other funds holding ETB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Piershale Financial Group's ETB Position: Q2 2023 in Review

Piershale Financial Group increased its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) stake by 1.5% in Q2 2023, buying an estimated $235 and bringing the position to 1,226 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #84.

Piershale Financial Group first reported a position in ETB in Q4 2022 and has held it in 3 quarters since. The position peaked at $23.7K in Q4 2022. 75 funds tracked by Wall St. Rank hold ETB as of Q2 2023.

  • Piershale Financial Group held 1,226 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $17K as of Q2 2023.
  • Piershale Financial Group bought 18 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2023, an estimated $235.
  • Eaton Vance Tax-Managed Buy-Write Income Fund made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #84 holding.
  • Piershale Financial Group first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $23.7K in Q4 2022.
  • 75 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.