Spire Wealth Management’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Spire Wealth Management’s Portfolio EXD Stock Details EXD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-725	Closed	-$9K	–	2974
2021 Q4	$9K	Hold	725	–	–	﹤0.01%	2429
2021 Q3	$8K	Sell	725 -1,675	-70%	-$19.8K	﹤0.01%	2178
2021 Q2	$28K	Hold	2,400	–	–	﹤0.01%	1738
2021 Q1	$26K	Buy	+2,400	New	+$24.6K	﹤0.01%	2056

Other funds holding EXD

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

AAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Spire Wealth Management's EXD Position: Q1 2022 in Review

Spire Wealth Management sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q1 2022, closing a stake of 725 shares — an estimated $9K sold.

Spire Wealth Management first reported a position in EXD in Q1 2021 and held it in 4 quarters. The position peaked at $28K in Q2 2021. 25 funds tracked by Wall St. Rank hold EXD as of Q1 2022.

Spire Wealth Management reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 725 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q1 2022, an estimated $9K.
Spire Wealth Management first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q1 2021 and held it in 4 quarters.
Spire Wealth Management's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $28K in Q2 2021.
25 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.