HS
ETW

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

Horan Securities’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
2023
Q3 		– Sell
-107
Closed -$880 – 265
2023
Q2 		$880 Hold
107
– – ﹤0.01% 633
2023
Q1 		$865 Hold
107
– – ﹤0.01% 639
2022
Q4 		$830 Hold
107
– – ﹤0.01% 649
2022
Q3 		$1K Buy
+107
New +$937 ﹤0.01% 538

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Horan Securities's ETW Position: Q3 2023 in Review

Horan Securities sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2023, closing a stake of 107 shares — an estimated $880 sold.

Horan Securities first reported a position in ETW in Q3 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 145 funds tracked by Wall St. Rank hold ETW as of Q3 2023.

  • Horan Securities reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 107 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2023, an estimated $880.
  • Horan Securities first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2022 and held it in 4 quarters.
  • Horan Securities's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $1K in Q3 2022.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.