DA
ETW

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

Detalus 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
Q1 		$95.5K Hold
10,875
– – 0.02% 185
2025
Q4 		$100K Hold
10,875
– – 0.02% 169
2025
Q3 		$98.4K Buy
10,875
+500
+5% +$4.42K 0.03% 173
2025
Q2 		$89.7K Hold
10,375
– – 0.03% 169
2025
Q1 		$85.6K Buy
10,375
+200
+2% +$1.7K 0.03% 157
2024
Q4 		$85.7K Hold
10,175
– – 0.03% 147
2024
Q3 		$88.3K Hold
10,175
– – 0.03% 151
2024
Q2 		$84.1K Hold
10,175
– – 0.03% 145
2024
Q1 		$83.4K Sell
10,175
-1,860
-15% -$14.8K 0.03% 143
2023
Q4 		$93.5K Sell
12,035
-765
-6% -$5.79K 0.04% 140
2023
Q3 		$97.8K Buy
12,800
+2,050
+19% +$16.5K 0.05% 134
2023
Q2 		$88.4K Hold
10,750
– – 0.04% 144
2023
Q1 		$86.9K Hold
10,750
– – 0.04% 140
2022
Q4 		$83.4K Hold
10,750
– – 0.04% 136
2022
Q3 		$81K Buy
10,750
+735
+7% +$6.43K 0.05% 124
2022
Q2 		$83K Buy
+10,015
New +$89.8K 0.05% 117

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