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
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 $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

Stifel Financial's ETB Position: Q1 2026 in Review

Stifel Financial increased its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) stake by 27% in Q1 2026, buying an estimated $56K and bringing the position to 17,470 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #3292.

Stifel Financial first reported a position in ETB in Q4 2025 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold ETB as of Q1 2026.

  • Stifel Financial held 17,470 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $252K as of Q1 2026.
  • Stifel Financial bought 3,687 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2026, an estimated $56K.
  • Eaton Vance Tax-Managed Buy-Write Income Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3292 holding.
  • Stifel Financial first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.