CIA
ETW

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

Cape Investment Advisory’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 		– Sell
-400
Closed -$3.69K – 506
2025
Q4 		$3.69K Buy
+400
New +$3.64K ﹤0.01% 981
2025
Q3 		– Sell
-400
Closed -$3.46K – 949
2025
Q2 		$3.46K Hold
400
– – ﹤0.01% 832
2025
Q1 		$3.3K Hold
400
– – ﹤0.01% 830
2024
Q4 		$3.37K Hold
400
– – ﹤0.01% 815
2024
Q3 		$3.47K Hold
400
– – ﹤0.01% 768
2024
Q2 		$3.31K Hold
400
– – ﹤0.01% 736
2024
Q1 		$3.28K Hold
400
– – ﹤0.01% 712
2023
Q4 		$3.11K Hold
400
– – ﹤0.01% 857
2023
Q3 		$3.06K Hold
400
– – ﹤0.01% 743
2023
Q2 		$3.29K Hold
400
– – ﹤0.01% 723
2023
Q1 		$3.23K Buy
+400
New +$3.21K ﹤0.01% 756

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