SF
ETB

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
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

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

Summit Financial's ETB Position: Q1 2026 in Review

Summit Financial sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q1 2026, closing a stake of 14,650 shares — an estimated $224K sold.

Summit Financial first reported a position in ETB in Q2 2025 and held it in 3 quarters. The position peaked at $231K in Q3 2025. 92 funds tracked by Wall St. Rank hold ETB as of Q1 2026.

  • Summit Financial reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 14,650 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2026, an estimated $224K.
  • Summit Financial first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2025 and held it in 3 quarters.
  • Summit Financial's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $231K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.