ETB — EATON VANCE TAX MNGED BUY WR

Ownership history in Advisory Services Network, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in EATON VANCE TAX MNGED BUY WR (ETB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 600 -1,684 -73.7% 0.00% $9K $14.38
2023 Q4 UNCHANGED 2,284 — 0% 0.00% $30K $10.66
2023 Q1 UNCHANGED 2,284 — 0% 0.00% $30K $10.05
2022 Q4 UNCHANGED 2,284 — 0% 0.00% $30K $9.91
2021 Q2 REDUCED 2,284 -450 -16.5% 0.00% $38K $11.20
2020 Q4 UNCHANGED 2,734 — 0% 0.00% $41K $9.61
2020 Q3 UNCHANGED 2,734 — 0% 0.00% $37K $8.54
2020 Q1 ADDED 2,734 +2,234 +446.8% 0.00% $33K $7.28
2019 Q4 UNCHANGED 500 — 0% 0.00% $8K $9.57
2019 Q3 UNCHANGED 500 — 0% 0.00% $8K $8.95
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ETB price (monthly, adj. close)

Other funds also holding ETB

As of 2025 Q4 — sorted by position size

Shaker Financial Services, LLC 3Y 7Y 2.39% SIMS INVESTMENT MANAGEMENT, LLC 0.54% 1607 Capital Partners, LLC 3Y 7Y 0.31% Quartz Partners, LLC 0.28% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 0.18% Fortitude Advisory Group L.L.C. 3Y 0.12% Somerset Trust Co 3Y 7Y 0.11% CFO4Life Group, LLC 3Y 7Y 0.1% Burford Brothers, Inc. 0.08% Gould Capital, LLC 3Y 0.07%
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