CAM
ETW

Cresset Asset Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Cresset Asset 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
2026
Q1 		$4.69M Sell
534,155
-3,364
-0.6% -$31K 0.02% 384
2025
Q4 		$4.96M Sell
537,519
-5,205
-1% -$47.3K 0.02% 374
2025
Q3 		$4.91M Buy
542,724
+15
+0% +$133 0.02% 355
2025
Q2 		$4.69M Sell
542,709
-8,358
-2% -$68.6K 0.02% 341
2025
Q1 		$4.55M Sell
551,067
-212
-0% -$1.8K 0.02% 360
2024
Q4 		$4.64M Buy
551,279
+359
+0.1% +$3.07K 0.02% 366
2024
Q3 		$4.78M Buy
550,920
+3,479
+0.6% +$28.9K 0.02% 464
2024
Q2 		$4.53M Buy
547,441
+921
+0.2% +$7.46K 0.02% 453
2024
Q1 		$4.48M Buy
546,520
+4,086
+0.8% +$32.4K 0.02% 401
2023
Q4 		$4.21M Sell
542,434
-565
-0.1% -$4.28K 0.03% 383
2023
Q3 		$4.15M Buy
542,999
+20,066
+4% +$161K 0.03% 373
2023
Q2 		$4.3M Buy
+522,933
New +$4.24M 0.03% 451

Other funds holding ETW

GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return