KFA
ETW

Kapstone Financial Advisors’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Kapstone Financial 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
2025
Q2 		– Sell
-11,185
Closed -$92.3K – 122
2025
Q1 		$92.3K Buy
11,185
+1,150
+11% +$9.74K 0.05% 109
2024
Q4 		$85.9K Hold
10,035
– – 0.05% 113
2024
Q3 		$86.6K Hold
10,035
– – 0.05% 107
2024
Q2 		$83K Hold
10,035
– – 0.05% 107
2024
Q1 		$82.3K Hold
10,035
– – 0.06% 102
2023
Q4 		$78.2K Hold
10,035
– – 0.06% 97
2023
Q3 		$76.7K Hold
10,035
– – 0.07% 91
2023
Q2 		$83.2K Hold
10,035
– – 0.07% 100
2023
Q1 		$81.7K Hold
10,035
– – 0.07% 94
2022
Q4 		$83.4K Buy
+10,035
New +$81.6K 0.08% 99

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
Morgan Stanley
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
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
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
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

Kapstone Financial Advisors's ETW Position: Q2 2025 in Review

Kapstone Financial Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2025, closing a stake of 11,185 shares — an estimated $92.3K sold.

Kapstone Financial Advisors first reported a position in ETW in Q4 2022 and held it in 10 quarters. The position peaked at $92.3K in Q1 2025. 169 funds tracked by Wall St. Rank hold ETW as of Q2 2025.

  • Kapstone Financial Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Kapstone Financial Advisors sold 11,185 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2025, an estimated $92.3K.
  • Kapstone Financial Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2022 and held it in 10 quarters.
  • Kapstone Financial Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $92.3K in Q1 2025.
  • 169 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2025.

Based on Kapstone Financial Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.