Van Hulzen Asset Management’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Van Hulzen Asset Management’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
2025 Q1	–	Sell	-4,600	Closed	-$69K	–	535
2024 Q4	$69K	Buy	+4,600	New	+$67.8K	0.01%	454
2023 Q1	–	Sell	-10,570	Closed	-$139K	–	308
2022 Q4	$139K	Hold	10,570	–	–	0.02%	270
2022 Q3	$140K	Sell	10,570 -14,370	-58%	-$228K	0.02%	267
2022 Q2	$375K	Sell	24,940 -6,060	-20%	-$93.4K	0.04%	193
2022 Q1	$524K	Hold	31,000	–	–	0.06%	164
2021 Q4	$531K	Hold	31,000	–	–	0.06%	174
2021 Q3	$496K	Hold	31,000	–	–	0.07%	153
2021 Q2	$520K	Buy	+31,000	New	+$505K	0.08%	143

Other funds holding ETB

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Van Hulzen Asset Management's ETB Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) in Q1 2025, closing a stake of 4,600 shares — an estimated $69K sold.

Van Hulzen Asset Management first reported a position in ETB in Q2 2021 and held it in 8 quarters. The position peaked at $531K in Q4 2021. 92 funds tracked by Wall St. Rank hold ETB as of Q1 2025.

Van Hulzen Asset Management reported no remaining Eaton Vance Tax-Managed Buy-Write Income Fund position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 4,600 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2025, an estimated $69K.
Van Hulzen Asset Management first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2021 and held it in 8 quarters.
Van Hulzen Asset Management's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $531K in Q4 2021.
92 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.