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Equibles

Essex Financial Services, Inc.

Position in ETB — Eaton Vance Tax-Managed Buy-Write Income Fund

CIK 1315785 ESSEX, CT
Back to ETB Full portfolio

Position in ETB

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$196,581
+$14,168 QoQ
Shares Held
12,650
0.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#57
of 96 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ETB Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Essex Financial Services, Inc. holds $29,730,366 across 28 Asset Management names. ETB ranks #22 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PHYS
Sprott Physical Gold Trust
 407,507 $12,294,486
2 BX
Blackstone Inc.
 27,418 $3,226,276
3 FUND
Sprott Focus Trust Inc.
 218,889 $2,075,067
4 ARCC
Ares Capital Corp
 95,662 $1,772,616
5 KKR
KKR & Co. Inc.
 14,785 $1,356,967
6 KYN
Kayne Anderson Energy Infrastructure Fund, Inc.
 70,114 $969,676
7 HTGC
Hercules Capital, Inc.
 56,448 $890,184
8 BLK
BlackRock, Inc.
 840 $807,710

All Filings in ETB

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $196,581 12,650
2026-03-31 $182,413 12,650
2025-12-31 $193,165 12,650
2025-09-30 $189,750 12,650
2025-06-30 $182,666 12,650
2025-03-31 $172,672 12,650
2024-12-31 $255,525 17,035
2024-09-30 $244,473 16,942
2024-06-30 $238,331 16,879
2024-03-31 $228,651 16,751
2023-12-31 $216,337 16,667
2023-09-30 $209,061 16,579
2023-06-30 $229,143 16,497
2023-03-31 $259,120 19,856
2022-12-31 $259,936 19,767
2022-09-30 $221,571 16,773
2022-06-30 $250,820 16,688
2022-03-31 $280,607 16,604
2021-12-31 $282,908 16,525
2021-09-30 $266,902 16,671
2021-06-30 $277,474 16,536
2021-03-31 $260,276 16,536
2020-12-31 $254,550 16,970
2020-09-30 $136,550 10,011