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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Atria Wealth Solutions's ETW Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 32% in Q2 2025, selling an estimated $58.4K and leaving 15,112 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Atria Wealth Solutions first reported a position in ETW in Q1 2022 and has held it in 13 quarters since. The position peaked at $848K in Q3 2023. 169 funds tracked by Wall St. Rank hold ETW as of Q2 2025.

Atria Wealth Solutions held 15,112 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $131K as of Q2 2025.
Atria Wealth Solutions sold 7,115 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2025, an estimated $58.4K.
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1422 holding.
Atria Wealth Solutions first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $848K in Q3 2023.
169 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.