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

Clearstead 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 Q1	–	Sell	-15,612	Closed	-$131K	–	2238
2024 Q4	$131K	Buy	+15,612	New	+$134K	﹤0.01%	956
2023 Q4	–	Sell	-2,362	Closed	-$18K	–	1563
2023 Q3	$18K	Buy	2,362 +1,181	+100%	+$9.48K	﹤0.01%	1037
2023 Q2	$9.71K	Hold	1,181	–	–	﹤0.01%	991
2023 Q1	$9.54K	Hold	1,181	–	–	﹤0.01%	955
2022 Q4	$9.16K	Hold	1,181	–	–	﹤0.01%	913
2022 Q3	$9K	Hold	1,181	–	–	﹤0.01%	901
2022 Q2	$10K	Hold	1,181	–	–	﹤0.01%	920
2022 Q1	$12K	Hold	1,181	–	–	﹤0.01%	962
2021 Q4	$13K	Sell	1,181 -1,100	-48%	-$12.1K	﹤0.01%	893
2021 Q3	$25K	Hold	2,281	–	–	﹤0.01%	741
2021 Q2	$25K	Hold	2,281	–	–	﹤0.01%	670
2021 Q1	$24K	Hold	2,281	–	–	﹤0.01%	639
2020 Q4	$22K	Hold	2,281	–	–	﹤0.01%	614
2020 Q3	$19K	Hold	2,281	–	–	﹤0.01%	590
2020 Q2	$20K	Buy	+2,281	New	+$18.5K	﹤0.01%	526

Other funds holding ETW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Clearstead Advisors's ETW Position: Q1 2025 in Review

Clearstead Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2025, closing a stake of 15,612 shares — an estimated $131K sold.

Clearstead Advisors first reported a position in ETW in Q2 2020 and held it in 15 quarters. The position peaked at $131K in Q4 2024. 165 funds tracked by Wall St. Rank hold ETW as of Q1 2025.

Clearstead Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Clearstead Advisors sold 15,612 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2025, an estimated $131K.
Clearstead Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2020 and held it in 15 quarters.
Clearstead Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $131K in Q4 2024.
165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2025.

Based on Clearstead Advisors's 13F filing for Q1 2025, filed 13 May 2025.