VSM Wealth Advisory’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

VSM Wealth Advisory’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	$318K	Buy	20,451 +12,687	+163%	+$194K	0.08%	95
2026 Q1	$112K	Buy	+7,764	New	+$118K	0.03%	146
2025 Q4	–	Sell	-7,537	Closed	-$113K	–	463
2025 Q3	$113K	Buy	7,537 +68	+0.9%	+$1K	0.04%	120
2025 Q2	$108K	Buy	7,469 +115	+2%	+$1.56K	0.04%	130
2025 Q1	$100K	Buy	+7,354	New	+$107K	0.04%	126

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

VSM Wealth Advisory's ETB Position: Q2 2026 in Review

VSM Wealth Advisory increased its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) stake by 163% in Q2 2026, buying an estimated $194K and bringing the position to 20,451 shares worth $318K. The position accounts for 0.08% of the portfolio, ranked #95.

VSM Wealth Advisory first reported a position in ETB in Q1 2025 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold ETB as of Q2 2026.

VSM Wealth Advisory held 20,451 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $318K as of Q2 2026.
VSM Wealth Advisory bought 12,687 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q2 2026, an estimated $194K.
Eaton Vance Tax-Managed Buy-Write Income Fund made up 0.08% of VSM Wealth Advisory's portfolio in Q2 2026, its #95 holding.
VSM Wealth Advisory first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q1 2025 and has held it in 5 quarters since.
95 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.