IWC
ETW

Integrated Wealth Concepts’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Integrated Wealth Concepts’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 		$99.4K Buy
11,322
+820
+8% +$7.56K ﹤0.01% 2177
2025
Q4 		$96.8K Sell
10,502
-820
-7% -$7.45K ﹤0.01% 1565
2025
Q3 		$102K Hold
11,322
– – ﹤0.01% 1913
2025
Q2 		$97.9K Buy
11,322
+5
+0% +$41 ﹤0.01% 1830
2025
Q1 		$93.4K Buy
11,317
+7
+0.1% +$59 ﹤0.01% 1679
2024
Q4 		$95.2K Buy
11,310
+6
+0.1% +$51 ﹤0.01% 1656
2024
Q3 		$98.1K Buy
11,304
+7
+0.1% +$58 ﹤0.01% 1610
2024
Q2 		$93.4K Buy
11,297
+6
+0.1% +$49 ﹤0.01% 1581
2024
Q1 		$92.6K Sell
11,291
-67
-0.6% -$532 ﹤0.01% 1584
2023
Q4 		$88.3K Sell
11,358
-119
-1% -$900 ﹤0.01% 1532
2023
Q3 		$87.7K Buy
11,477
+205
+2% +$1.65K ﹤0.01% 1491
2023
Q2 		$92.7K Buy
11,272
+243
+2% +$1.97K ﹤0.01% 1495
2023
Q1 		$89K Buy
+11,029
New +$88.4K ﹤0.01% 1282

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