Sigma Planning Corp’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Sigma Planning Corp’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
2022 Q1	–	Sell	-10,711	Closed	-$183K	–	1401
2021 Q4	$183K	Buy	10,711 +439	+4%	+$7.29K	0.01%	1291
2021 Q3	$164K	Sell	10,272 -428	-4%	-$7.07K	﹤0.01%	1286
2021 Q2	$180K	Buy	+10,700	New	+$174K	0.01%	1316
2021 Q1	–	Sell	-12,131	Closed	-$182K	–	1360
2020 Q4	$182K	Sell	12,131 -1,895	-14%	-$26.9K	0.01%	1123
2020 Q3	$191K	Sell	14,026 -116	-0.8%	-$1.62K	0.01%	964
2020 Q2	$197K	Sell	14,142 -2,593	-15%	-$34.6K	0.01%	939
2020 Q1	$204K	Buy	16,735 +1,587	+10%	+$24.1K	0.01%	784
2019 Q4	$248K	Buy	15,148 +3,085	+26%	+$50.2K	0.01%	881
2019 Q3	$189K	Buy	12,063 +1,152	+11%	+$18K	0.01%	920
2019 Q2	$171K	Buy	+10,911	New	+$171K	0.01%	925

Other funds holding ETB

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Sigma Planning Corp's ETB Position: Q1 2022 in Review

Sigma Planning Corp sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q1 2022, closing a stake of 10,711 shares — an estimated $183K sold.

Sigma Planning Corp first reported a position in ETB in Q2 2019 and held it in 10 quarters. The position peaked at $248K in Q4 2019. 61 funds tracked by Wall St. Rank hold ETB as of Q1 2022.

Sigma Planning Corp reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q1 2022 after selling out during the quarter.
Sigma Planning Corp sold 10,711 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2022, an estimated $183K.
Sigma Planning Corp first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2019 and held it in 10 quarters.
Sigma Planning Corp's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $248K in Q4 2019.
61 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2022.

Based on Sigma Planning Corp's 13F filing for Q1 2022, filed 20 Apr 2022.