CCWM
ETW

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

Cassaday & Co 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
2024
Q2 		– Sell
-17,068
Closed -$140K – 296
2024
Q1 		$140K Buy
+17,068
New +$136K ﹤0.01% 288

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cassaday & Co Wealth Management's ETW Position: Q2 2024 in Review

Cassaday & Co Wealth Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2024, closing a stake of 17,068 shares — an estimated $140K sold.

Cassaday & Co Wealth Management first reported a position in ETW in Q1 2024 and held it in 1 quarter. The position peaked at $140K in Q1 2024. 148 funds tracked by Wall St. Rank hold ETW as of Q2 2024.

  • Cassaday & Co Wealth Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 17,068 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2024, an estimated $140K.
  • Cassaday & Co Wealth Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2024 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $140K in Q1 2024.
  • 148 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2024.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.