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

Stonebridge Financial Group’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	$248K	Buy	+15,960	New	+$244K	0.03%	255

Other funds holding ETB

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stonebridge Financial Group's ETB Position: Q2 2026 in Review

Stonebridge Financial Group opened a new position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q2 2026: 15,960 shares worth $248K. The stake represents 0.03% of the portfolio and ranks #255 among its holdings.

94 funds tracked by Wall St. Rank hold ETB as of Q2 2026.

Stonebridge Financial Group held 15,960 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $248K as of Q2 2026.
Eaton Vance Tax-Managed Buy-Write Income Fund was a new Stonebridge Financial Group position in Q2 2026.
Eaton Vance Tax-Managed Buy-Write Income Fund made up 0.03% of Stonebridge Financial Group's portfolio in Q2 2026, its #255 holding.
94 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.