BRWA
ETW

B. Riley Wealth Advisors’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

B. Riley Wealth Advisors’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
2026
Q2 		$424K Sell
44,798
-1,075
-2% -$10K 0.02% 517
2026
Q1 		$389K Sell
45,873
-762
-2% -$7.02K 0.03% 506
2025
Q4 		$430K Buy
46,635
+55
+0.1% +$500 0.02% 582
2025
Q3 		$422K Sell
46,580
-44
-0.1% -$389 0.02% 594
2025
Q2 		$403K Buy
+46,624
New +$382K 0.02% 609
2024
Q2 		– Sell
-31,001
Closed -$237K – 1454
2024
Q1 		$237K Sell
31,001
-2,334
-7% -$18.5K 0.01% 1174
2023
Q4 		$259K Buy
33,335
+2,334
+8% +$17.7K 0.01% 1116
2023
Q3 		$237K Sell
31,001
-3,525
-10% -$28.3K 0.01% 1174
2023
Q2 		$284K Sell
34,526
-1,171
-3% -$9.51K 0.01% 1150
2023
Q1 		$288K Sell
35,697
-7,980
-18% -$64K 0.01% 1088
2022
Q4 		$339K Buy
43,677
+10,920
+33% +$88.8K 0.01% 978
2022
Q3 		$248K Buy
32,757
+3,457
+12% +$30.3K 0.01% 1118
2022
Q2 		$244K Sell
29,300
-6,385
-18% -$57.3K 0.01% 962
2022
Q1 		$364K Sell
35,685
-770
-2% -$8.04K 0.01% 924
2021
Q4 		$408K Sell
36,455
-2,554
-7% -$28.1K 0.01% 924
2021
Q3 		$422K Sell
39,009
-1,165
-3% -$12.9K 0.01% 867
2021
Q2 		$438K Buy
40,174
+2,150
+6% +$23.3K 0.01% 830
2021
Q1 		$393K Buy
38,024
+111
+0.3% +$1.1K 0.01% 852
2020
Q4 		$367K Sell
37,913
-9,448
-20% -$86.2K 0.02% 650
2020
Q3 		$406K Buy
47,361
+26,203
+124% +$232K 0.02% 611
2020
Q2 		$184K Sell
21,158
-6,861
-24% -$55.7K 0.01% 783
2020
Q1 		$210K Buy
+28,019
New +$262K 0.02% 659
2019
Q4 		– Sell
-11,919
Closed -$116K – 861
2019
Q3 		$116K Buy
+11,919
New +$115K 0.01% 766
2015
Q4 		– Sell
-10,163
Closed -$109K – 580
2015
Q3 		$109K Buy
+10,163
New +$118K 0.03% 509
2015
Q1 		– Sell
-6,671
Closed -$74 – 1002
2014
Q4 		$74 Sell
6,671
-37,082
-85% -$439K ﹤0.01% 1878
2014
Q3 		$532K Sell
43,753
-85,215
-66% -$1.08M 0.14% 196
2014
Q2 		$824K Buy
128,968
+116,582
+941% +$1.45M 0.19% 111
2014
Q1 		$150K Buy
12,386
+459
+4% +$5.49K 0.05% 484
2013
Q4 		$144K Sell
11,927
-4,119
-26% -$48.7K 0.05% 449
2013
Q3 		$182K Sell
16,046
-12,092
-43% -$138K 0.06% 363
2013
Q2 		$313K Buy
+28,138
New +$319K 0.11% 219

Other funds holding ETW

FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return