AAS
ETW

Avantax Advisory Services’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Avantax Advisory Services’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 		$305K Sell
35,233
-585
-2% -$4.8K ﹤0.01% 1894
2025
Q1 		$296K Sell
35,818
-931
-3% -$7.89K ﹤0.01% 1835
2024
Q4 		$309K Buy
36,749
+394
+1% +$3.37K ﹤0.01% 1760
2024
Q3 		$316K Buy
36,355
+1,898
+6% +$15.8K ﹤0.01% 1714
2024
Q2 		$285K Buy
34,457
+391
+1% +$3.17K ﹤0.01% 1731
2024
Q1 		$279K Sell
34,066
-18,535
-35% -$147K ﹤0.01% 1340
2023
Q4 		$409K Sell
52,601
-2,937
-5% -$22.2K ﹤0.01% 1081
2023
Q3 		$424K Sell
55,538
-37,776
-40% -$303K ﹤0.01% 1019
2023
Q2 		$767K Sell
93,314
-18,654
-17% -$151K 0.01% 781
2023
Q1 		$905K Sell
111,968
-13,626
-11% -$109K 0.01% 690
2022
Q4 		$975K Sell
125,594
-21,758
-15% -$177K 0.01% 649
2022
Q3 		$1.11M Buy
147,352
+6,611
+5% +$57.9K 0.02% 528
2022
Q2 		$1.17M Buy
140,741
+4,989
+4% +$44.7K 0.02% 506
2022
Q1 		$1.38M Buy
135,752
+117,883
+660% +$1.23M 0.02% 458
2021
Q4 		$200K Buy
17,869
+1,756
+11% +$19.3K ﹤0.01% 1174
2021
Q3 		$174K Buy
16,113
+621
+4% +$6.89K ﹤0.01% 1124
2021
Q2 		$169K Buy
15,492
+850
+6% +$9.21K ﹤0.01% 1092
2021
Q1 		$151K Buy
+14,642
New +$145K ﹤0.01% 984

Other funds holding ETW

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

Avantax Advisory Services's ETW Position: Q2 2025 in Review

Avantax Advisory Services reduced its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 1.6% in Q2 2025, selling an estimated $4.8K and leaving 35,233 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Avantax Advisory Services first reported a position in ETW in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.38M in Q1 2022. 169 funds tracked by Wall St. Rank hold ETW as of Q2 2025.

  • Avantax Advisory Services held 35,233 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $305K as of Q2 2025.
  • Avantax Advisory Services sold 585 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2025, an estimated $4.8K.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1894 holding.
  • Avantax Advisory Services first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2021 and has held it in 18 quarters since.
  • Avantax Advisory Services's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $1.38M in Q1 2022.
  • 169 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.