WA
ETB

Waverly Advisors’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Waverly Advisors’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 		$185K Hold
11,910
– – ﹤0.01% 1634
2026
Q1 		$172K Buy
+11,910
New +$181K ﹤0.01% 1506

Other funds holding ETB

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Waverly Advisors's ETB Position: Q2 2026 in Review

Waverly Advisors held its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) position steady in Q2 2026 at 11,910 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Waverly Advisors first reported a position in ETB in Q1 2026 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold ETB as of Q2 2026.

  • Waverly Advisors held 11,910 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $185K as of Q2 2026.
  • Waverly Advisors left its Eaton Vance Tax-Managed Buy-Write Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Tax-Managed Buy-Write Income Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1634 holding.
  • Waverly Advisors first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.