Stifel Financial
ETB

Stifel Financial’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Stifel Financial’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 		$329K Buy
21,174
+3,704
+21% +$56.5K ﹤0.01% 3234
2026
Q1 		$252K Buy
17,470
+3,687
+27% +$56K ﹤0.01% 3292
2025
Q4 		$210K Buy
+13,783
New +$208K ﹤0.01% 3358

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

Stifel Financial's ETB Position: Q2 2026 in Review

Stifel Financial increased its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) stake by 21% in Q2 2026, buying an estimated $56.5K and bringing the position to 21,174 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #3234.

Stifel Financial first reported a position in ETB in Q4 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold ETB as of Q2 2026.

  • Stifel Financial held 21,174 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $329K as of Q2 2026.
  • Stifel Financial bought 3,704 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2026, an estimated $56.5K.
  • Eaton Vance Tax-Managed Buy-Write Income Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3234 holding.
  • Stifel Financial first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.