VSM Wealth Advisory, LLC
Position in ETB — Eaton Vance Tax-Managed Buy-Write Income Fund
CIK 2050660
HUNT VALLEY, MD
Position in ETB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$317,808
+$205,852 QoQ
Shares Held
20,451
+163.4% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#37
of 95 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETB Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026VSM Wealth Advisory, LLC holds $1,318,939 across 24 Asset Management names. ETB ranks #1 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
This page
|
20,451 | $317,808 | |
| 2 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
13,997 | $137,310 | |
| 3 | NAD |
Nuveen Quality Municipal Income Fund
|
10,630 | $128,835 | |
| 4 | ETW |
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
|
12,499 | $120,490 | |
| 5 | EAD |
Allspring Income Opportunities Fund
|
16,026 | $104,169 | |
| 6 | BOE |
BlackRock Enhanced Global Dividend Trust
|
8,431 | $101,930 | |
| 7 | ARCC |
Ares Capital Corp
|
4,246 | $78,678 | |
| 8 | ERC |
Allspring Multi-Sector Income Fund
|
6,803 | $62,655 |
All Filings in ETB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,808 | 20,451 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $111,956 | 7,764 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $113,055 | 7,537 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $107,852 | 7,469 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $100,382 | 7,354 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||