SPIA
ETB

Steward Partners Investment Advisory’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$30.5K Hold
2,118
– – ﹤0.01% 3032
2025
Q4 		$32.3K Sell
2,118
-2,609
-55% -$39.4K ﹤0.01% 2904
2025
Q3 		$70.9K Hold
4,727
– – ﹤0.01% 2436
2025
Q2 		$68.3K Sell
4,727
-500
-10% -$6.8K ﹤0.01% 2313
2025
Q1 		$71.3K Sell
5,227
-2,825
-35% -$41.2K ﹤0.01% 2202
2024
Q4 		$121K Hold
8,052
– – ﹤0.01% 1888
2024
Q3 		$116K Buy
8,052
+4,741
+143% +$66.8K ﹤0.01% 1806
2024
Q2 		$46.8K Buy
3,311
+2,276
+220% +$31K ﹤0.01% 2142
2024
Q1 		$14.1K Buy
1,035
+500
+93% +$6.65K ﹤0.01% 2667
2023
Q4 		$6.94K Hold
535
– – ﹤0.01% 2846
2023
Q3 		$6.75K Sell
535
-927
-63% -$12.4K ﹤0.01% 2722
2023
Q2 		$20.3K Sell
1,462
-1,504
-51% -$19.7K ﹤0.01% 2286
2023
Q1 		$38.7K Buy
2,966
+19
+0.6% +$253 ﹤0.01% 1967
2022
Q4 		$38.7K Buy
2,947
+19
+0.6% +$271 ﹤0.01% 1944
2022
Q3 		$39K Buy
2,928
+18
+0.6% +$286 ﹤0.01% 1907
2022
Q2 		$44K Buy
2,910
+553
+23% +$8.52K ﹤0.01% 1858
2022
Q1 		$40K Buy
2,357
+17
+0.7% +$281 ﹤0.01% 2033
2021
Q4 		$40K Buy
2,340
+16
+0.7% +$266 ﹤0.01% 2013
2021
Q3 		$37K Buy
2,324
+16
+0.7% +$264 ﹤0.01% 2033
2021
Q2 		$39K Sell
2,308
-2,568
-53% -$41.8K ﹤0.01% 3815
2021
Q1 		$76.7K Buy
4,876
+2,600
+114% +$39.1K ﹤0.01% 1763
2020
Q4 		$34K Buy
+2,276
New +$32.3K ﹤0.01% 1846
2017
Q3 		– Sell
-500
Closed -$8K – 1698
2017
Q2 		$8K Hold
500
– – ﹤0.01% 1098
2017
Q1 		$8K Hold
500
– – ﹤0.01% 994
2016
Q4 		$8K Buy
+500
New +$8.3K ﹤0.01% 593

Other funds holding ETB

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Steward Partners Investment Advisory's ETB Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) position steady in Q1 2026 at 2,118 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3032.

Steward Partners Investment Advisory first reported a position in ETB in Q4 2016 and has held it in 25 quarters since. The position peaked at $121K in Q4 2024. 92 funds tracked by Wall St. Rank hold ETB as of Q1 2026.

  • Steward Partners Investment Advisory held 2,118 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $30.5K as of Q1 2026.
  • Steward Partners Investment Advisory left its Eaton Vance Tax-Managed Buy-Write Income Fund share count unchanged in Q1 2026.
  • Eaton Vance Tax-Managed Buy-Write Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3032 holding.
  • Steward Partners Investment Advisory first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2016 and has held it in 25 quarters since.
  • Steward Partners Investment Advisory's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $121K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.