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

Rockefeller Capital 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 Q2	$61.8K	Buy	3,974 +1,471	+59%	+$22.4K	﹤0.01%	3250
2026 Q1	$36.1K	Buy	2,503 +21	+0.8%	+$319	﹤0.01%	3437
2025 Q4	$37.9K	Buy	2,482 +20	+0.8%	+$302	﹤0.01%	3204
2025 Q3	$36.9K	Buy	+2,462	New	+$36.3K	﹤0.01%	3055
2023 Q1	–	Sell	-1,050	Closed	-$13K	–	2560
2022 Q4	$13K	Hold	1,050	–	–	﹤0.01%	2957
2022 Q3	$13K	Hold	1,050	–	–	﹤0.01%	2963
2022 Q2	$15K	Buy	+1,050	New	+$16.2K	﹤0.01%	2894

Other funds holding ETB

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockefeller Capital Management's ETB Position: Q2 2026 in Review

Rockefeller Capital Management increased its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) stake by 59% in Q2 2026, buying an estimated $22.4K and bringing the position to 3,974 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3250.

Rockefeller Capital Management first reported a position in ETB in Q2 2022 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold ETB as of Q2 2026.

Rockefeller Capital Management held 3,974 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $61.8K as of Q2 2026.
Rockefeller Capital Management bought 1,471 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2026, an estimated $22.4K.
Eaton Vance Tax-Managed Buy-Write Income Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3250 holding.
Rockefeller Capital Management first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2022 and has held it in 7 quarters since.
95 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.