de Creative Planning Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 339 k | Vender |
35,050
-6,880
| -16% | -USD 64.3 k | ﹤0.01% | 3481 |
|
|
2026
Q1 | USD 370 k | Comprar |
41,930
+3,211
| +8% | +USD 29.6 k | ﹤0.01% | 3259 |
|
|
2025
Q4 | USD 358 k | Comprar |
38,719
+6,880
| +22% | +USD 62.5 k | ﹤0.01% | 3117 |
|
|
2025
Q3 | USD 290 k | Vender |
31,839
-3,468
| -10% | -USD 30.7 k | ﹤0.01% | 3178 |
|
|
2025
Q2 | USD 307 k | Comprar |
35,307
+751
| +2% | +USD 6.16 k | ﹤0.01% | 2880 |
|
|
2025
Q1 | USD 285 k | Vender |
34,556
-501
| -1% | -USD 4.24 k | ﹤0.01% | 2803 |
|
|
2024
Q4 | USD 295 k | Vender |
35,057
-4,600
| -12% | -USD 39.4 k | ﹤0.01% | 2678 |
|
|
2024
Q3 | USD 344 k | Comprar |
39,657
+99
| +0.3% | +USD 822 | ﹤0.01% | 2415 |
|
|
2024
Q2 | USD 327 k | Vender |
39,558
-3,166
| -7% | -USD 25.7 k | ﹤0.01% | 2278 |
|
|
2024
Q1 | USD 350 k | Vender |
42,724
-600
| -1% | -USD 4.76 k | ﹤0.01% | 2117 |
|
|
2023
Q4 | USD 337 k | Comprar |
43,324
+600
| +1% | +USD 4.54 k | ﹤0.01% | 2008 |
|
|
2023
Q3 | USD 326 k | Vender |
42,724
-1,728
| -4% | -USD 13.9 k | ﹤0.01% | 1861 |
|
|
2023
Q2 | USD 365 k | Vender |
44,452
-1,697
| -4% | -USD 13.8 k | ﹤0.01% | 1754 |
|
|
2023
Q1 | USD 373 k | Comprar |
46,149
+3,584
| +8% | +USD 28.7 k | ﹤0.01% | 1664 |
|
|
2022
Q4 | USD 330 k | Comprar |
42,565
+3,238
| +8% | +USD 26.3 k | ﹤0.01% | 1661 |
|
|
2022
Q3 | USD 298 k | Mantener |
39,327
| – | – | ﹤0.01% | 1648 |
|
|
2022
Q2 | USD 327 k | Vender |
39,327
-15,566
| -28% | -USD 140 k | ﹤0.01% | 1551 |
|
|
2022
Q1 | USD 560 k | Comprar |
54,893
+31,058
| +130% | +USD 324 k | ﹤0.01% | 1265 |
|
|
2021
Q4 | USD 267 k | Mantener |
23,835
| – | – | ﹤0.01% | 1695 |
|
|
2021
Q3 | USD 258 k | Comprar |
23,835
+3,428
| +17% | +USD 38 k | ﹤0.01% | 1685 |
|
|
2021
Q2 | USD 222 k | Vender |
20,407
-2,780
| -12% | -USD 30.1 k | ﹤0.01% | 1746 |
|
|
2021
Q1 | USD 239 k | Vender |
23,187
-1,210
| -5% | -USD 11.9 k | ﹤0.01% | 1957 |
|
|
2020
Q4 | USD 236 k | Comprar |
24,397
+332
| +1% | +USD 3.03 k | ﹤0.01% | 1772 |
|
|
2020
Q3 | USD 206 k | Mantener |
24,065
| – | – | ﹤0.01% | 1665 |
|
|
2020
Q2 | USD 208 k | Comprar |
24,065
+931
| +4% | +USD 7.56 k | ﹤0.01% | 1503 |
|
|
2020
Q1 | USD 173 k | Vender |
23,134
-5,677
| -20% | -USD 53.1 k | ﹤0.01% | 1423 |
|
|
2019
Q4 | USD 299 k | Vender |
28,811
-3,701
| -11% | -USD 37.2 k | ﹤0.01% | 1402 |
|
|
2019
Q3 | USD 314 k | Mantener |
32,512
| – | – | ﹤0.01% | 1331 |
|
|
2019
Q2 | USD 318 k | Comprar |
32,512
+142
| +0.4% | +USD 1.39 k | ﹤0.01% | 1330 |
|
|
2019
Q1 | USD 316 k | Vender |
32,370
-11,611
| -26% | -USD 113 k | ﹤0.01% | 1305 |
|
|
2018
Q4 | USD 419 k | Comprar |
43,981
+2,941
| +7% | +USD 31.4 k | ﹤0.01% | 1052 |
|
|
2018
Q3 | USD 494 k | Vender |
41,040
-9,606
| -19% | -USD 115 k | ﹤0.01% | 1084 |
|
|
2018
Q2 | USD 598 k | Vender |
50,646
-1,250
| -2% | -USD 14.7 k | ﹤0.01% | 976 |
|
|
2018
Q1 | USD 599 k | Vender |
51,896
-1,073
| -2% | -USD 12.8 k | ﹤0.01% | 992 |
|
|
2017
Q4 | USD 631 k | Vender |
52,969
-196,641
| -79% | -USD 2.33 M | ﹤0.01% | 940 |
|
|
2017
Q3 | USD 2.96 M | Comprar |
249,610
+232,646
| +1,371% | +USD 2.72 M | 0.01% | 354 |
|
|
2017
Q2 | USD 193 k | Vender |
16,964
-50
| -0.3% | -USD 567 | ﹤0.01% | 1539 |
|
|
2017
Q1 | USD 186 k | Comprar |
17,014
+10,200
| +150% | +USD 109 k | ﹤0.01% | 1540 |
|
|
2016
Q4 | USD 69 k | Mantener |
6,814
| – | – | ﹤0.01% | 2128 |
|
|
2016
Q3 | USD 75 k | Vender |
6,814
-4,641
| -41% | -USD 50.1 k | ﹤0.01% | 2051 |
|
|
2016
Q2 | USD 119 k | Vender |
11,455
-19,924
| -63% | -USD 209 k | ﹤0.01% | 1558 |
|
|
2016
Q1 | USD 331 k | Comprar |
31,379
+21,813
| +228% | +USD 223 k | ﹤0.01% | 938 |
|
|
2015
Q4 | USD 107 k | Comprar |
9,566
+5,200
| +119% | +USD 59.7 k | ﹤0.01% | 1590 |
|
|
2015
Q3 | USD 47 k | Comprar |
+4,366
| Nuevas | +USD 50.7 k | ﹤0.01% | 2086 |
|
|
2015
Q1 | – | Vender |
-1,562
| Cerradas | -USD 17 k | – | 4267 |
|
|
2014
Q4 | USD 17 k | Comprar |
+1,562
| Nuevas | +USD 18.5 k | ﹤0.01% | 2760 |
|
|
2014
Q2 | – | Vender |
-3,294
| Cerradas | -USD 40 k | – | 3822 |
|
|
2014
Q1 | USD 40 k | Comprar |
3,294
+2,020
| +159% | +USD 24.2 k | ﹤0.01% | 1941 |
|
|
2013
Q4 | USD 15 k | Comprar |
1,274
+774
| +155% | +USD 9.16 k | ﹤0.01% | 2349 |
|
|
2013
Q3 | USD 6 k | Vender |
500
-6,340
| -93% | -USD 72.3 k | ﹤0.01% | 2656 |
|
|
2013
Q2 | USD 76 k | Comprar |
+6,840
| Nuevas | +USD 77.4 k | ﹤0.01% | 1132 |
|
Otros fondos que tienen ETW en su cartera
Posición de Creative Planning en ETW: resumen de T2 2026
Creative Planning redujo su participación en Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) en 16% durante T2 2026, al vender acciones por un valor estimado de USD 64.3 k, y conservó 35,050 acciones valuadas en USD 339 k. La posición representa ﹤0.01% de la cartera y ocupa el puesto #3481.
Creative Planning reportó por primera vez una posición en ETW en T2 2013 y la ha mantenido durante 49 trimestres desde entonces. La posición alcanzó su máximo de USD 2.96 M en T3 2017. Al cierre de T2 2026, 176 fondos que sigue Wall St. Rank mantienen una posición en ETW.
- Al cierre de T2 2026, Creative Planning tenía 35,050 acciones de Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund con un valor de USD 339 k.
- Creative Planning vendió 6,880 acciones de Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund en T2 2026, por un valor estimado de USD 64.3 k.
- Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund representó ﹤0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 3481.
- Creative Planning reportó por primera vez una posición en Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund en T2 2013 y la ha mantenido durante 49 trimestres desde entonces.
- La posición de Creative Planning en Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund alcanzó su máximo de USD 2.96 M en T3 2017.
- Al cierre de T2 2026, 176 fondos que sigue Wall St. Rank tenían Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.