AWS
ETW

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

Atria Wealth Solutions’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
Q2 		$131K Sell
15,112
-7,115
-32% -$58.4K ﹤0.01% 1422
2025
Q1 		$183K Sell
22,227
-1,195
-5% -$10.1K ﹤0.01% 1739
2024
Q4 		$197K Hold
23,422
– – ﹤0.01% 1838
2024
Q3 		$203K Buy
23,422
+13,058
+126% +$108K ﹤0.01% 1784
2024
Q2 		$85.7K Sell
10,364
-41,859
-80% -$339K ﹤0.01% 1864
2024
Q1 		$428K Sell
52,223
-13,386
-20% -$106K ﹤0.01% 1340
2023
Q4 		$510K Sell
65,609
-45,436
-41% -$344K 0.01% 1197
2023
Q3 		$848K Buy
111,045
+78,269
+239% +$629K 0.01% 887
2023
Q2 		$269K Buy
32,776
+3,228
+11% +$26.2K ﹤0.01% 1509
2023
Q1 		$239K Buy
29,548
+3,508
+13% +$28.1K ﹤0.01% 1561
2022
Q4 		$202K Sell
26,040
-2,971
-10% -$24.2K ﹤0.01% 1609
2022
Q3 		$220K Buy
+29,011
New +$254K ﹤0.01% 1504
2022
Q2 		– Sell
-11,025
Closed -$112K – 1707
2022
Q1 		$112K Buy
+11,025
New +$115K ﹤0.01% 1658

Other funds holding ETW

Bank of America
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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return