AWA
ETW

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

Arkadios Wealth Advisors’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
2026
Q1 		$853K Sell
97,199
-504
-0.5% -$4.64K 0.01% 864
2025
Q4 		$901K Sell
97,703
-1,039
-1% -$9.44K 0.02% 744
2025
Q3 		$894K Buy
98,742
+38
+0% +$336 0.02% 685
2025
Q2 		$854K Buy
98,704
+39
+0% +$320 0.03% 629
2025
Q1 		$814K Sell
98,665
-19,975
-17% -$169K 0.03% 526
2024
Q4 		$999K Buy
118,640
+41,724
+54% +$357K 0.05% 334
2024
Q3 		$668K Buy
76,916
+41
+0.1% +$341 0.04% 441
2024
Q2 		$636K Buy
76,875
+12,020
+19% +$97.4K 0.04% 402
2024
Q1 		$532K Sell
64,855
-3,017
-4% -$24K 0.04% 368
2023
Q4 		$527K Buy
67,872
+89
+0.1% +$673 0.04% 355
2023
Q3 		$518K Buy
67,783
+6,998
+12% +$56.2K 0.05% 329
2023
Q2 		$500K Sell
60,785
-21,549
-26% -$175K 0.06% 308
2023
Q1 		$665K Sell
82,334
-13,980
-15% -$112K 0.08% 248
2022
Q4 		$747K Sell
96,314
-20,563
-18% -$167K 0.1% 212
2022
Q3 		$885K Sell
116,877
-44,289
-27% -$388K 0.13% 173
2022
Q2 		$1.34M Sell
161,166
-23,298
-13% -$209K 0.2% 144
2022
Q1 		$1.88M Sell
184,464
-124,867
-40% -$1.3M 0.25% 104
2021
Q4 		$3.46M Sell
309,331
-138,876
-31% -$1.53M 0.46% 49
2021
Q3 		$4.84M Buy
448,207
+727
+0.2% +$8.07K 0.7% 20
2021
Q2 		$4.87M Buy
447,480
+314,417
+236% +$3.41M 0.59% 26
2021
Q1 		$1.37M Sell
133,063
-888
-0.7% -$8.77K 0.23% 117
2020
Q4 		$1.3M Buy
+133,951
New +$1.22M 0.27% 98
2020
Q2 		– Sell
-365,795
Closed -$2.73M – 1009
2020
Q1 		$2.73M Buy
365,795
+11,603
+3% +$109K 1.74% 10
2019
Q4 		$3.7M Buy
+354,192
New +$3.56M 2.22% 7

Other funds holding ETW

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arkadios Wealth Advisors's ETW Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 0.52% in Q1 2026, selling an estimated $4.64K and leaving 97,199 shares worth $853K. The position accounts for 0.01% of the portfolio, ranked #864.

Arkadios Wealth Advisors first reported a position in ETW in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.87M in Q2 2021. 169 funds tracked by Wall St. Rank hold ETW as of Q1 2026.

  • Arkadios Wealth Advisors held 97,199 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $853K as of Q1 2026.
  • Arkadios Wealth Advisors sold 504 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2026, an estimated $4.64K.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #864 holding.
  • Arkadios Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2019 and has held it in 24 quarters since.
  • Arkadios Wealth Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $4.87M in Q2 2021.
  • 169 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.