J.W. Cole Advisors’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

J.W. Cole Advisors’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 Q2	–	Sell	-39,062	Closed	-$320K	–	908
2024 Q1	$320K	Sell	39,062 -6,554	-14%	-$52K	0.02%	668
2023 Q4	$354K	Sell	45,616 -1,015	-2%	-$7.68K	0.02%	586
2023 Q3	$356K	Sell	46,631 -3,549	-7%	-$28.5K	0.03%	512
2023 Q2	$412K	Sell	50,180 -799	-2%	-$6.49K	0.03%	473
2023 Q1	$412K	Sell	50,979 -12,106	-19%	-$97K	0.03%	492
2022 Q4	$490K	Sell	63,085 -3,175	-5%	-$25.8K	0.04%	424
2022 Q3	$502K	Buy	66,260 +42	+0.1%	+$368	0.04%	395
2022 Q2	$550K	Sell	66,218 -250	-0.4%	-$2.24K	0.04%	385
2022 Q1	$678K	Buy	+66,468	New	+$694K	0.05%	373

Other funds holding ETW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

J.W. Cole Advisors's ETW Position: Q2 2024 in Review

J.W. Cole Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2024, closing a stake of 39,062 shares — an estimated $320K sold.

J.W. Cole Advisors first reported a position in ETW in Q1 2022 and held it in 9 quarters. The position peaked at $678K in Q1 2022. 148 funds tracked by Wall St. Rank hold ETW as of Q2 2024.

J.W. Cole Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2024 after selling out during the quarter.
J.W. Cole Advisors sold 39,062 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2024, an estimated $320K.
J.W. Cole Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2022 and held it in 9 quarters.
J.W. Cole Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $678K in Q1 2022.
148 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2024.

Based on J.W. Cole Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.