AssuredPartners Investment Advisors, LLC
Position in ETB — Eaton Vance Tax-Managed Buy-Write Income Fund
CIK 2055492
Tampa, FL
Position in ETB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$204,351
+$14,728 QoQ
Shares Held
13,150
0.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#53
of 96 holders
Holding Since
Mar 2026
2 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, 2026AssuredPartners Investment Advisors, LLC holds $9,378,827 across 6 Asset Management names. ETB ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
39,798 | $4,683,030 | |
| 2 | BLK |
BlackRock, Inc.
|
2,836 | $2,726,984 | |
| 3 | PFG |
Principal Financial Group Inc
|
12,257 | $1,321,059 | |
| 4 | ARCC |
Ares Capital Corp
|
20,338 | $376,863 | |
| 5 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
This page
|
13,150 | $204,351 | |
| 6 | OIA |
Invesco Municipal Income Opportunities Trust
|
10,715 | $66,540 |
All Filings in ETB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,351 | 13,150 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $189,623 | 13,150 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||