Sheaff Brock Investment Advisors’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Sheaff Brock Investment Advisors’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 Q1	$198K	Buy	14,483 +9	+0.1%	+$131	0.02%	403
2024 Q4	$217K	Buy	14,474 +21	+0.1%	+$309	0.02%	388
2024 Q3	$209K	Buy	14,453 +14	+0.1%	+$197	0.02%	394
2024 Q2	$204K	Buy	14,439 +24	+0.2%	+$327	0.02%	394
2024 Q1	$197K	Buy	14,415 +1,805	+14%	+$24K	0.01%	446
2023 Q4	$164K	Hold	12,610	–	–	0.01%	430
2023 Q3	$159K	Hold	12,610	–	–	0.01%	409
2023 Q2	$175K	Hold	12,610	–	–	0.01%	434
2023 Q1	$165K	Buy	12,610 +10	+0.1%	+$133	0.02%	461
2022 Q4	$166K	Buy	12,600 +25	+0.2%	+$356	0.02%	437
2022 Q3	$166K	Buy	12,575 +15	+0.1%	+$238	0.02%	432
2022 Q2	$189K	Buy	12,560 +20	+0.2%	+$308	0.02%	433
2022 Q1	$212K	Buy	12,540 +45	+0.4%	+$745	0.01%	464
2021 Q4	$214K	Buy	12,495 +420	+3%	+$6.97K	0.01%	473
2021 Q3	$193K	Buy	+12,075	New	+$199K	0.01%	501

Other funds holding ETB

SFS

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sheaff Brock Investment Advisors's ETB Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) stake by 0.06% in Q1 2025, buying an estimated $131 and bringing the position to 14,483 shares worth $198K. The position accounts for 0.02% of the portfolio, ranked #403.

Sheaff Brock Investment Advisors first reported a position in ETB in Q3 2021 and has held it in 15 quarters since. The position peaked at $217K in Q4 2024. 92 funds tracked by Wall St. Rank hold ETB as of Q1 2025.

Sheaff Brock Investment Advisors held 14,483 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $198K as of Q1 2025.
Sheaff Brock Investment Advisors bought 9 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2025, an estimated $131.
Eaton Vance Tax-Managed Buy-Write Income Fund made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #403 holding.
Sheaff Brock Investment Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q3 2021 and has held it in 15 quarters since.
Sheaff Brock Investment Advisors's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $217K in Q4 2024.
92 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.