CAN
ETW

Cetera Advisor Networks’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Cetera Advisor Networks’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
Q1 		$1.04M Buy
127,083
+4,469
+4% +$35.5K 0.01% 1442
2023
Q4 		$953K Sell
122,614
-22,169
-15% -$168K 0.01% 1411
2023
Q3 		$1.11M Buy
144,783
+15,470
+12% +$124K 0.01% 1217
2023
Q2 		$1.06M Buy
129,313
+614
+0.5% +$4.98K 0.01% 1230
2023
Q1 		$1.04M Sell
128,699
-1,906
-1% -$15.3K 0.01% 1210
2022
Q4 		$1.01M Buy
130,605
+7,711
+6% +$62.7K 0.01% 1185
2022
Q3 		$930K Sell
122,894
-19,573
-14% -$171K 0.01% 908
2022
Q2 		$1.18M Buy
142,467
+8,820
+7% +$79.1K 0.02% 804
2022
Q1 		$1.36M Buy
133,647
+833
+0.6% +$8.7K 0.02% 773
2021
Q4 		$1.49M Buy
132,814
+45,038
+51% +$496K 0.02% 717
2021
Q3 		$949K Buy
87,776
+12,715
+17% +$141K 0.01% 866
2021
Q2 		$817K Buy
+75,061
New +$813K 0.01% 916
2020
Q3 		– Sell
-11,885
Closed -$103K – 1753
2020
Q2 		$103K Sell
11,885
-2,537
-18% -$20.6K ﹤0.01% 1493
2020
Q1 		$108K Buy
14,422
+8
+0.1% +$75 ﹤0.01% 1045
2019
Q4 		$150K Buy
14,414
+7
+0% +$70 ﹤0.01% 1188
2019
Q3 		$138K Buy
14,407
+7
+0% +$67 ﹤0.01% 1137
2019
Q2 		$143K Buy
14,400
+2,007
+16% +$19.6K ﹤0.01% 1128
2019
Q1 		$123K Buy
12,393
+1,802
+17% +$17.5K ﹤0.01% 1101
2018
Q4 		$102K Buy
+10,591
New +$113K ﹤0.01% 996
2017
Q1 		– Sell
-18,758
Closed -$190K – 925
2016
Q4 		$190K Sell
18,758
-5,508
-23% -$58K 0.01% 801
2016
Q3 		$267K Buy
24,266
+6,408
+36% +$69.2K 0.01% 816
2016
Q2 		$186K Hold
17,858
– – 0.01% 773
2016
Q1 		$188K Hold
17,858
– – 0.01% 757
2015
Q4 		$201K Buy
17,858
+958
+6% +$11K 0.01% 756
2015
Q3 		$180K Buy
16,900
+2,150
+15% +$25K 0.01% 738
2015
Q2 		$175K Hold
14,750
– – 0.01% 779
2015
Q1 		$175K Hold
14,750
– – 0.01% 783
2014
Q4 		$163K Hold
14,750
– – 0.01% 764
2014
Q3 		$179K Hold
14,750
– – 0.01% 760
2014
Q2 		$188K Buy
14,750
+1,000
+7% +$12.5K 0.01% 749
2014
Q1 		$166K Buy
13,750
+61
+0.4% +$730 0.01% 732
2013
Q4 		$165K Buy
13,689
+416
+3% +$4.92K 0.01% 710
2013
Q3 		$150K Hold
13,273
– – 0.01% 652
2013
Q2 		$147K Buy
+13,273
New +$150K 0.01% 572

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Cetera Advisor Networks's ETW Position: Q1 2024 in Review

Cetera Advisor Networks increased its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 3.6% in Q1 2024, buying an estimated $35.5K and bringing the position to 127,083 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1442.

Cetera Advisor Networks first reported a position in ETW in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.49M in Q4 2021. 144 funds tracked by Wall St. Rank hold ETW as of Q1 2024.

  • Cetera Advisor Networks held 127,083 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $1.04M as of Q1 2024.
  • Cetera Advisor Networks bought 4,469 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2024, an estimated $35.5K.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1442 holding.
  • Cetera Advisor Networks first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2013 and has held it in 34 quarters since.
  • Cetera Advisor Networks's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $1.49M in Q4 2021.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.