PWAM
ETB

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

Private Wealth Asset 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
Q2 		– Sell
-800
Closed -$10.9K – 1144
2025
Q1 		$10.9K Buy
+800
New +$11.7K ﹤0.01% 607

Other funds holding ETB

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Wealth Asset Management's ETB Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q2 2025, closing a stake of 800 shares — an estimated $10.9K sold.

Private Wealth Asset Management first reported a position in ETB in Q1 2025 and held it in 1 quarter. The position peaked at $10.9K in Q1 2025. 88 funds tracked by Wall St. Rank hold ETB as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 800 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2025, an estimated $10.9K.
  • Private Wealth Asset Management first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $10.9K in Q1 2025.
  • 88 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.