HGERS
ETW

Householder Group Estate & Retirement Specialist’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-583
Closed -$5K – 739
2024
Q3 		$5K Hold
583
– – ﹤0.01% 926
2024
Q2 		$4K Sell
583
-2,284
-80% -$18.5K ﹤0.01% 959
2024
Q1 		$23.5K Hold
2,867
– – 0.01% 639
2023
Q4 		$22K Hold
2,867
– – 0.01% 622
2023
Q3 		$21.9K Buy
+2,867
New +$23K 0.01% 622
2023
Q1 		$23K Buy
+2,867
New +$23K 0.01% 609
2022
Q4 		– Sell
-2,867
Closed -$21K – 542
2022
Q3 		$21K Buy
+2,867
New +$25.1K 0.01% 566

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ETW Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2024, closing a stake of 583 shares — an estimated $5K sold.

Householder Group Estate & Retirement Specialist first reported a position in ETW in Q3 2022 and held it in 7 quarters. The position peaked at $23.5K in Q1 2024. 160 funds tracked by Wall St. Rank hold ETW as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 583 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2024, an estimated $5K.
  • Householder Group Estate & Retirement Specialist first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $23.5K in Q1 2024.
  • 160 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.