Tyche Wealth Partners LLC ETB — EATON VANCE TAX MNGED BUY WR

Ownership history in Tyche Wealth Partners LLC  ·  10 quarters on record

AI Ownership Summary

Tyche Wealth Partners LLC reported EATON VANCE TAX MNGED BUY WR (ETB) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.13% in 2023 Q4. The latest visible filing shows ETB at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ETB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tyche Wealth Partners LLC's position in EATON VANCE TAX MNGED BUY WR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ETB was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ETB stock page Tyche Wealth Partners LLC fund profile Tyche Wealth Partners LLC full holdings
How Tyche Wealth Partners LLC held ETB — position size vs. price
% of Fund (quarterly)    ETB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 24,634 +17 +0.1% 0.05% $355K 2026-05-06 $15.44
2025 Q4 REDUCED 15.2% -3.6% ✅ 24,617 -4,410 -15.2% 0.06% $376K 2026-01-23 $15.11
2025 Q3 ADDED — — — 29,027 +16 +0.1% 0.08% $435K 2025-11-04 $14.58
2025 Q2 ADDED — — — 29,011 +16 +0.1% 0.08% $419K 2025-07-23 $13.61
2025 Q1 ADDED — — — 28,995 +16 +0.1% 0.09% $396K 2025-04-23 $11.86
2024 Q4 REDUCED — — — 28,979 -75 -0.3% 0.09% $435K 2025-01-27 $13.53
2024 Q3 REDUCED — — — 29,054 -1,477 -4.8% 0.09% $419K 2024-10-25 $12.64
2024 Q2 ADDED — — — 30,531 +17 +0.1% 0.10% $431K 2024-07-18 $12.04
2024 Q1 REDUCED 26.7% +5.5% ❌ 30,514 -11,139 -26.7% 0.10% $417K 2024-04-23 $11.10
2023 Q4 INITIATED — — — 41,653 — — 0.13% $541K 2024-01-30 $10.81

🏢 Other funds also holding ETB

As of 2026 Q1 — sorted by position size

Shaker Financial Services, LLC 3Y 7Y 2.36% PMG Family Office LLC 1.23% SIMS INVESTMENT MANAGEMENT, LLC 0.53% Quartz Partners, LLC 0.29% Destiny Wealth Partners, LLC 3Y 0.19% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 0.14% Fortitude Advisory Group L.L.C. 3Y 0.12% Somerset Trust Co 3Y 7Y 0.1% CFO4Life Group, LLC 3Y 7Y 0.1% Burford Brothers, Inc. 0.07%

FAQ About Tyche Wealth Partners LLC and ETB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Tyche Wealth Partners LLC reported owning ETB?

Tyche Wealth Partners LLC reported ETB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ETB position in Tyche Wealth Partners LLC's portfolio?

The largest reported portfolio weight for ETB was 0.13% in 2023 Q4.

What is the latest reported ETB position on this page?

The most recent filing on this page is 2026 Q1, when Tyche Wealth Partners LLC reported 24,634 shares, equal to 0.05% of portfolio, with an estimated market value of $355K.

What does the chart on this ETB ownership page compare?

The chart compares Tyche Wealth Partners LLC's quarterly ETB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Tyche Wealth Partners LLC time their ETB position?

Based on 13F filing dates vs. subsequent ETB price moves, Tyche Wealth Partners LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on ETB relative to SPY over the holding period was -3.2%.

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