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Equibles

Integrated Wealth Concepts LLC

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

CIK 1737109 WALTHAM, MA
Back to ETB Full portfolio

Position in ETB

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$184,739
-$52,397 QoQ
Shares Held
11,888
-27.7% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 96 holders
Holding Since
Sep 2020
9 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

Integrated Wealth Concepts LLC holds $167,898,156 across 327 Asset Management names. ETB ranks #120 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PHYS
Sprott Physical Gold Trust
 669,243 $20,191,061
2 BX
Blackstone Inc.
 72,843 $8,571,435
3 BPRE
Bluerock Private Real Estate Fund
 598,905 $7,791,754
4 GOF
Guggenheim Strategic Opportunities Fund
 554,462 $6,054,725
5 BGB
Blackstone Strategic Credit 2027 Term Fund
 529,787 $5,986,593
6 MAIN
Main Street Capital CORP
 90,172 $4,678,123
7 BLK
BlackRock, Inc.
 4,756 $4,573,179
8 ADX
Adams Diversified Equity Fund, Inc.
 162,590 $4,154,174

All Filings in ETB

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $184,739 11,888
2026-03-31 $237,136 16,445
2025-09-30 $176,565 11,771
2025-06-30 $165,742 11,478
2025-03-31 $1,453,288 106,468
2021-06-30 $227,922 13,583
2021-03-31 $213,701 13,577
2020-12-31 $213,480 14,232
2020-09-30 $195,474 14,331