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

SHP 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
2026 Q2	$3.11K	Buy	+200	New	+$3.05K	﹤0.01%	1274

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

SHP Wealth Management's ETB Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q2 2026: 200 shares worth $3.11K. The stake represents ﹤0.01% of the portfolio and ranks #1274 among its holdings.

95 funds tracked by Wall St. Rank hold ETB as of Q2 2026.

SHP Wealth Management held 200 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $3.11K as of Q2 2026.
Eaton Vance Tax-Managed Buy-Write Income Fund was a new SHP Wealth Management position in Q2 2026.
Eaton Vance Tax-Managed Buy-Write Income Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1274 holding.
95 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.