L.M. Kohn & Company’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

L.M. Kohn & Company’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 Q3	–	Sell	-14,642	Closed	-$127K	–	172
2025 Q2	$127K	Hold	14,642	–	–	0.03%	275
2025 Q1	$121K	Buy	+14,642	New	+$124K	0.03%	267
2024 Q4	–	Sell	-14,380	Closed	-$125K	–	271
2024 Q3	$125K	Buy	+14,380	New	+$119K	0.03%	277
2024 Q2	–	Sell	-14,115	Closed	-$116K	–	274
2024 Q1	$116K	Sell	14,115 -4,405	-24%	-$35K	0.03%	263
2023 Q4	$144K	Sell	18,520 -268	-1%	-$2.03K	0.05%	230
2023 Q3	$144K	Buy	18,788 +250	+1%	+$2.01K	0.05%	221
2023 Q2	$152K	Buy	18,538 +795	+4%	+$6.45K	0.06%	219
2023 Q1	$143K	Hold	17,743	–	–	0.06%	207
2022 Q4	$138K	Hold	17,743	–	–	0.06%	208
2022 Q3	$134K	Hold	17,743	–	–	0.07%	204
2022 Q2	$148K	Buy	17,743 +213	+1%	+$1.91K	0.07%	218
2022 Q1	$179K	Buy	+17,530	New	+$183K	0.07%	230

Other funds holding ETW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

L.M. Kohn & Company's ETW Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2025, closing a stake of 14,642 shares — an estimated $127K sold.

L.M. Kohn & Company first reported a position in ETW in Q1 2022 and held it in 12 quarters. The position peaked at $179K in Q1 2022. 165 funds tracked by Wall St. Rank hold ETW as of Q3 2025.

L.M. Kohn & Company reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 14,642 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2025, an estimated $127K.
L.M. Kohn & Company first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2022 and held it in 12 quarters.
L.M. Kohn & Company's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $179K in Q1 2022.
165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.