Corient Private Wealth’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Corient Private Wealth’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 Q1	–	Sell	-25,620	Closed	-$237K	–	2888
2025 Q4	$237K	Buy	25,620 +13,060	+104%	+$119K	﹤0.01%	2556
2025 Q3	$114K	Sell	12,560 -721	-5%	-$6.38K	﹤0.01%	2431
2025 Q2	$115K	Sell	13,281 -1,444	-10%	-$11.8K	﹤0.01%	2313
2025 Q1	$121K	Sell	14,725 -2,430	-14%	-$20.6K	﹤0.01%	2148
2024 Q4	$144K	Buy	17,155 +6,250	+57%	+$53.5K	﹤0.01%	2182
2024 Q3	$94.7K	Hold	10,905	–	–	﹤0.01%	2340
2024 Q2	$90.2K	Hold	10,905	–	–	﹤0.01%	2224
2024 Q1	$89.4K	Hold	10,905	–	–	﹤0.01%	2194
2023 Q4	$84.7K	Hold	10,905	–	–	﹤0.01%	2168
2023 Q3	$83.3K	Buy	10,905 +300	+3%	+$2.41K	﹤0.01%	2046
2023 Q2	$87.2K	Sell	10,605 -21,300	-67%	-$173K	﹤0.01%	1986
2023 Q1	$258K	Buy	31,905 +10,605	+50%	+$85K	﹤0.01%	1676
2022 Q4	$165K	Buy	+21,300	New	+$173K	﹤0.01%	1517

Other funds holding ETW

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

AAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Corient Private Wealth's ETW Position: Q1 2026 in Review

Corient Private Wealth sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2026, closing a stake of 25,620 shares — an estimated $237K sold.

Corient Private Wealth first reported a position in ETW in Q4 2022 and held it in 13 quarters. The position peaked at $258K in Q1 2023. 169 funds tracked by Wall St. Rank hold ETW as of Q1 2026.

Corient Private Wealth reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2026 after selling out during the quarter.
Corient Private Wealth sold 25,620 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2026, an estimated $237K.
Corient Private Wealth first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2022 and held it in 13 quarters.
Corient Private Wealth's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $258K in Q1 2023.
169 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.