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

Sims Investment 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	$1.56M	Hold	100,475	–	–	0.48%	20
2026 Q1	$1.45M	Hold	100,475	–	–	0.53%	19
2025 Q4	$1.53M	Sell	100,475 -625	-0.6%	-$9.45K	0.54%	19
2025 Q3	$1.52M	Buy	101,100 +500	+0.5%	+$7.36K	0.55%	19
2025 Q2	$1.45M	Sell	100,600 -125	-0.1%	-$1.7K	0.58%	18
2025 Q1	$1.37M	Buy	100,725 +300	+0.3%	+$4.38K	0.61%	18
2024 Q4	$1.51M	Buy	+100,425	New	+$1.48M	0.85%	15

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

Sims Investment Management's ETB Position: Q2 2026 in Review

Sims Investment Management held its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) position steady in Q2 2026 at 100,475 shares worth $1.56M. The position accounts for 0.48% of the portfolio, ranked #20.

Sims Investment Management first reported a position in ETB in Q4 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold ETB as of Q2 2026.

Sims Investment Management held 100,475 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $1.56M as of Q2 2026.
Sims Investment Management left its Eaton Vance Tax-Managed Buy-Write Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Buy-Write Income Fund made up 0.48% of Sims Investment Management's portfolio in Q2 2026, its #20 holding.
Sims Investment Management first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2024 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 Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.