DWM
ETW

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

Dakota Wealth 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 		$439K Hold
50,030
– – 0.01% 576
2025
Q4 		$461K Sell
50,030
-1,000
-2% -$9.09K 0.01% 569
2025
Q3 		$462K Hold
51,030
– – 0.01% 493
2025
Q2 		$441K Hold
51,030
– – 0.01% 536
2025
Q1 		$421K Sell
51,030
-200
-0.4% -$1.7K 0.01% 549
2024
Q4 		$431K Hold
51,230
– – 0.01% 539
2024
Q3 		$445K Buy
51,230
+400
+0.8% +$3.32K 0.01% 520
2024
Q2 		$420K Sell
50,830
-2,000
-4% -$16.2K 0.01% 526
2024
Q1 		$433K Hold
52,830
– – 0.01% 526
2023
Q4 		$410K Buy
52,830
+2,565
+5% +$19.4K 0.02% 455
2023
Q3 		$384K Buy
50,265
+3,625
+8% +$29.1K 0.02% 458
2023
Q2 		$383K Buy
46,640
+25,520
+121% +$207K 0.02% 432
2023
Q1 		$171K Buy
21,120
+3,865
+22% +$31K 0.01% 577
2022
Q4 		$134K Buy
+17,255
New +$140K 0.01% 571

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