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

Summit 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	$230K	Buy	+14,825	New	+$226K	﹤0.01%	1456
2026 Q1	–	Sell	-14,650	Closed	-$224K	–	1422
2025 Q4	$224K	Sell	14,650 -725	-5%	-$11K	﹤0.01%	1199
2025 Q3	$231K	Buy	15,375 +625	+4%	+$9.21K	﹤0.01%	1159
2025 Q2	$213K	Buy	+14,750	New	+$201K	﹤0.01%	772

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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

Summit Financial's ETB Position: Q2 2026 in Review

Summit Financial opened a new position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q2 2026: 14,825 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #1456 among its holdings. This is a return to the name: Summit Financial previously reported a position in ETB as recently as Q4 2025.

Summit Financial first reported a position in ETB in Q2 2025 and has held it in 4 quarters since. The position peaked at $231K in Q3 2025. 96 funds tracked by Wall St. Rank hold ETB as of Q2 2026.

Summit Financial held 14,825 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $230K as of Q2 2026.
Eaton Vance Tax-Managed Buy-Write Income Fund was a new Summit Financial position in Q2 2026.
Eaton Vance Tax-Managed Buy-Write Income Fund made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1456 holding.
Summit Financial first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2025 and has held it in 4 quarters since.
Summit Financial's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $231K in Q3 2025.
96 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2026.

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