SWM
ETB

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

Spire 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 		– Sell
-330
Closed -$4.76K – 2278
2026
Q1 		$4.76K Hold
330
– – ﹤0.01% 1857
2025
Q4 		$5.04K Hold
330
– – ﹤0.01% 1910
2025
Q3 		$4.95K Hold
330
– – ﹤0.01% 1957
2025
Q2 		$4.76K Hold
330
– – ﹤0.01% 1964
2025
Q1 		$4.5K Hold
330
– – ﹤0.01% 2092
2024
Q4 		$4.95K Hold
330
– – ﹤0.01% 2044
2024
Q3 		$4.76K Hold
330
– – ﹤0.01% 1838
2024
Q2 		$4.66K Hold
330
– – ﹤0.01% 1845
2024
Q1 		$4.5K Hold
330
– – ﹤0.01% 1953
2023
Q4 		$4.35K Hold
330
– – ﹤0.01% 1990
2023
Q3 		$4.16K Hold
330
– – ﹤0.01% 1976
2023
Q2 		$4.58K Hold
330
– – ﹤0.01% 2024
2023
Q1 		$4.31K Hold
330
– – ﹤0.01% 2068
2022
Q4 		$4K Hold
330
– – ﹤0.01% 1883
2022
Q3 		$4K Hold
330
– – ﹤0.01% 1785
2022
Q2 		$5K Hold
330
– – ﹤0.01% 2123
2022
Q1 		$6K Hold
330
– – ﹤0.01% 2184
2021
Q4 		$6K Hold
330
– – ﹤0.01% 2515
2021
Q3 		$5K Hold
330
– – ﹤0.01% 2272
2021
Q2 		$6K Hold
330
– – ﹤0.01% 2265
2021
Q1 		$5K Buy
+330
New +$4.97K ﹤0.01% 2625

Other funds holding ETB

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Spire Wealth Management sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q2 2026, closing a stake of 330 shares — an estimated $4.76K sold.

Spire Wealth Management first reported a position in ETB in Q1 2021 and held it in 21 quarters. The position peaked at $6K in Q1 2022. 96 funds tracked by Wall St. Rank hold ETB as of Q2 2026.

  • Spire Wealth Management reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 330 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2026, an estimated $4.76K.
  • Spire Wealth Management first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q1 2021 and held it in 21 quarters.
  • Spire Wealth Management's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $6K in Q1 2022.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.