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

Golden State 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
2025 Q2	–	Sell	-23	Closed	-$196	–	1592
2025 Q1	$196	Hold	23	–	–	﹤0.01%	1552
2024 Q4	$199	Buy	+23	New	+$197	﹤0.01%	1464
2020 Q4	–	Sell	-2,068	Closed	-$18K	–	288
2020 Q3	$18K	Buy	+2,068	New	+$18.3K	0.01%	384
2020 Q2	–	Sell	-1,966	Closed	-$15K	–	403
2020 Q1	$15K	Buy	+1,966	New	+$18.4K	0.01%	545
2019 Q4	–	Sell	-1,878	Closed	-$18K	–	314
2019 Q3	$18K	Buy	1,878 +42	+2%	+$404	0.01%	631
2019 Q2	$17K	Buy	1,836 +40	+2%	+$391	0.01%	642
2019 Q1	$18K	Buy	+1,796	New	+$17.5K	0.01%	648

Other funds holding ETW

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Golden State Wealth Management's ETW Position: Q2 2025 in Review

Golden State Wealth Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2025, closing a stake of 23 shares — an estimated $196 sold.

Golden State Wealth Management first reported a position in ETW in Q1 2019 and held it in 7 quarters. The position peaked at $18K in Q3 2020. 169 funds tracked by Wall St. Rank hold ETW as of Q2 2025.

Golden State Wealth Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Golden State Wealth Management sold 23 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2025, an estimated $196.
Golden State Wealth Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2019 and held it in 7 quarters.
Golden State Wealth Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $18K in Q3 2020.
169 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.