CAPTRUST Financial Advisors
ETW

CAPTRUST Financial Advisors’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

CAPTRUST Financial 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
2025
Q3 		– Sell
-20,231
Closed -$175K – 2655
2025
Q2 		$175K Buy
+20,231
New +$166K ﹤0.01% 2327

Other funds holding ETW

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GC
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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

CAPTRUST Financial Advisors's ETW Position: Q3 2025 in Review

CAPTRUST Financial Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2025, closing a stake of 20,231 shares — an estimated $175K sold.

CAPTRUST Financial Advisors first reported a position in ETW in Q2 2025 and held it in 1 quarter. The position peaked at $175K in Q2 2025. 165 funds tracked by Wall St. Rank hold ETW as of Q3 2025.

  • CAPTRUST Financial Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 20,231 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2025, an estimated $175K.
  • CAPTRUST Financial Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2025 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $175K in Q2 2025.
  • 165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2025, filed 19 Nov 2025.