Accel Wealth Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Accel Wealth Management’s Portfolio ETW Stock Details ETW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-250	Closed	-$2.02K	–	386
2023 Q1	$2.02K	Hold	250	–	–	﹤0.01%	1103
2022 Q4	$1.94K	Buy	+250	New	+$2.03K	﹤0.01%	906
2022 Q1	–	Sell	-1,250	Closed	-$14K	–	940
2021 Q4	$14K	Hold	1,250	–	–	0.01%	639
2021 Q3	$14K	Hold	1,250	–	–	0.01%	570
2021 Q2	$14K	Hold	1,250	–	–	0.01%	622
2021 Q1	$13K	Hold	1,250	–	–	0.01%	604
2020 Q4	$12K	Buy	+1,250	New	+$11.4K	0.01%	587

Other funds holding ETW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Accel Wealth Management's ETW Position: Q2 2023 in Review

Accel Wealth Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2023, closing a stake of 250 shares — an estimated $2.02K sold.

Accel Wealth Management first reported a position in ETW in Q4 2020 and held it in 7 quarters. The position peaked at $14K in Q4 2021. 135 funds tracked by Wall St. Rank hold ETW as of Q2 2023.

Accel Wealth Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 250 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2023, an estimated $2.02K.
Accel Wealth Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2020 and held it in 7 quarters.
Accel Wealth Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $14K in Q4 2021.
135 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.