CA
ETW

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

CoreCap 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
2026
Q2 		$30.4K Hold
3,150
– – ﹤0.01% 1629
2026
Q1 		$27.7K Sell
3,150
-5,000
-61% -$46.1K ﹤0.01% 1544
2025
Q4 		$75.1K Buy
8,150
+7,000
+609% +$63.6K ﹤0.01% 1149
2025
Q3 		$10.4K Hold
1,150
– – ﹤0.01% 1917
2025
Q2 		$9.95K Sell
1,150
-1,000
-47% -$8.2K ﹤0.01% 1874
2025
Q1 		$17.7K Buy
2,150
+1,000
+87% +$8.47K ﹤0.01% 1591
2024
Q4 		$9.68K Sell
1,150
-6,250
-84% -$53.5K ﹤0.01% 1785
2024
Q3 		$64.2K Hold
7,400
– – ﹤0.01% 1088
2024
Q2 		$61.2K Buy
7,400
+4,000
+118% +$32.4K 0.01% 619
2024
Q1 		$27.9K Buy
+3,400
New +$27K ﹤0.01% 1339
2022
Q4 		$59.6K Buy
+7,680
New +$62.5K ﹤0.01% 928
2022
Q3 		– Sell
-5,355
Closed -$45K – 997
2022
Q2 		$45K Buy
+5,355
New +$48K ﹤0.01% 976
2022
Q1 		– Sell
-4,150
Closed -$3.95M – 1004
2021
Q4 		$3.95M Buy
+4,150
New +$45.7K 0.26% 70

Other funds holding ETW

FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return