BC
ETW

Barrett & Company’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Barrett & Company’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
Q1 		$19.8K Sell
2,250
-4,350
-66% -$40.1K 0.01% 405
2025
Q4 		$62.2K Buy
6,600
+4,350
+193% +$39.5K 0.02% 266
2025
Q3 		$20.4K Hold
2,250
– – 0.01% 409
2025
Q2 		$19.5K Hold
2,250
– – 0.01% 422
2025
Q1 		$18.6K Sell
2,250
-4,350
-66% -$36.9K 0.01% 386
2024
Q4 		$54.5K Buy
6,600
+4,350
+193% +$37.2K 0.02% 254
2024
Q3 		$19.5K Sell
2,250
-4,350
-66% -$36.1K 0.01% 367
2024
Q2 		$55.4K Buy
+6,600
New +$53.5K 0.03% 256

Other funds holding ETW

GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return