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

AE 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
2022 Q1	–	Sell	-11,586	Closed	-$130K	–	1716
2021 Q4	$130K	Buy	+11,586	New	+$127K	﹤0.01%	1627
2021 Q2	–	Sell	-17,385	Closed	-$179K	–	1613
2021 Q1	$179K	Buy	17,385 +3,739	+27%	+$36.9K	﹤0.01%	1417
2020 Q4	$132K	Buy	13,646 +305	+2%	+$2.78K	﹤0.01%	1298
2020 Q3	$114K	Buy	13,341 +1,104	+9%	+$9.76K	﹤0.01%	1205
2020 Q2	$106K	Buy	12,237 +64	+0.5%	+$520	﹤0.01%	1186
2020 Q1	$91K	Sell	12,173 -2,523	-17%	-$23.6K	﹤0.01%	1048
2019 Q4	$152K	Buy	14,696 +2,464	+20%	+$24.8K	﹤0.01%	1073
2019 Q3	$118K	Sell	12,232 -200	-2%	-$1.93K	﹤0.01%	945
2019 Q2	$122K	Buy	+12,432	New	+$122K	﹤0.01%	921
2019 Q1	–	Sell	-10,425	Closed	-$99K	–	647
2018 Q4	$99K	Buy	+10,425	New	+$111K	0.02%	457

Other funds holding ETW

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

RJA

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

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

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

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

AE Wealth Management's ETW Position: Q1 2022 in Review

AE Wealth Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2022, closing a stake of 11,586 shares — an estimated $130K sold.

AE Wealth Management first reported a position in ETW in Q4 2018 and held it in 10 quarters. The position peaked at $179K in Q1 2021. 125 funds tracked by Wall St. Rank hold ETW as of Q1 2022.

AE Wealth Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2022 after selling out during the quarter.
AE Wealth Management sold 11,586 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2022, an estimated $130K.
AE Wealth Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2018 and held it in 10 quarters.
AE Wealth Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $179K in Q1 2021.
125 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2022.

Based on AE Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.