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

Axxcess Wealth Management’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
2023 Q4	–	Sell	-20,440	Closed	-$156K	–	867
2023 Q3	$156K	Buy	+20,440	New	+$164K	0.01%	754
2023 Q2	–	Sell	-20,440	Closed	-$165K	–	628
2023 Q1	$165K	Hold	20,440	–	–	0.01%	603
2022 Q4	$159K	Buy	+20,440	New	+$166K	0.01%	577

Other funds holding ETW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Axxcess Wealth Management's ETW Position: Q4 2023 in Review

Axxcess Wealth Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2023, closing a stake of 20,440 shares — an estimated $156K sold.

Axxcess Wealth Management first reported a position in ETW in Q4 2022 and held it in 3 quarters. The position peaked at $165K in Q1 2023. 145 funds tracked by Wall St. Rank hold ETW as of Q4 2023.

Axxcess Wealth Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2023 after selling out during the quarter.
Axxcess Wealth Management sold 20,440 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2023, an estimated $156K.
Axxcess Wealth Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2022 and held it in 3 quarters.
Axxcess Wealth Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $165K in Q1 2023.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.