GWMIA
ETW

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

Global Wealth Management Investment Advisory’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
2024
Q1 		– Sell
-205
Closed -$1.59K – 238
2023
Q4 		$1.59K Hold
205
– – ﹤0.01% 412
2023
Q3 		$1.57K Hold
205
– – ﹤0.01% 402
2023
Q2 		$1.69K Buy
+205
New +$1.66K ﹤0.01% 400
2022
Q3 		– Sell
-205
Closed -$2K – 251
2022
Q2 		$2K Hold
205
– – ﹤0.01% 410
2022
Q1 		$2K Hold
205
– – ﹤0.01% 413
2021
Q4 		$2K Hold
205
– – ﹤0.01% 398
2021
Q3 		$2K Hold
205
– – ﹤0.01% 410
2021
Q2 		$2K Hold
205
– – ﹤0.01% 388
2021
Q1 		$2K Hold
205
– – ﹤0.01% 407
2020
Q4 		$2K Hold
205
– – ﹤0.01% 386
2020
Q3 		$2K Hold
205
– – ﹤0.01% 380
2020
Q2 		$2K Hold
205
– – ﹤0.01% 505
2020
Q1 		$2K Hold
205
– – ﹤0.01% 501
2019
Q4 		$2K Hold
205
– – ﹤0.01% 508
2019
Q3 		$2K Hold
205
– – ﹤0.01% 507
2019
Q2 		$2K Buy
+205
New +$2K ﹤0.01% 555

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Global Wealth Management Investment Advisory's ETW Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2024, closing a stake of 205 shares — an estimated $1.59K sold.

Global Wealth Management Investment Advisory first reported a position in ETW in Q2 2019 and held it in 16 quarters. The position peaked at $2K in Q2 2022. 144 funds tracked by Wall St. Rank hold ETW as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 205 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2024, an estimated $1.59K.
  • Global Wealth Management Investment Advisory first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2019 and held it in 16 quarters.
  • Global Wealth Management Investment Advisory's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $2K in Q2 2022.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.