AssetMark Inc
ETW

AssetMark Inc’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

AssetMark Inc’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
2025
Q1 		– Sell
-600
Closed -$5.05K – 2661
2024
Q4 		$5.05K Buy
+600
New +$5.14K ﹤0.01% 1926

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

AssetMark Inc's ETW Position: Q1 2025 in Review

AssetMark Inc sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2025, closing a stake of 600 shares — an estimated $5.05K sold.

AssetMark Inc first reported a position in ETW in Q4 2024 and held it in 1 quarter. The position peaked at $5.05K in Q4 2024. 165 funds tracked by Wall St. Rank hold ETW as of Q1 2025.

  • AssetMark Inc reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • AssetMark Inc sold 600 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2025, an estimated $5.05K.
  • AssetMark Inc first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • AssetMark Inc's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $5.05K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2025.

Based on AssetMark Inc's 13F filing for Q1 2025, filed 6 May 2025.