Level Four Advisory Services’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Level Four Advisory Services’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
2023 Q1	–	Sell	-11,360	Closed	-$88.2K	–	776
2022 Q4	$88.2K	Buy	+11,360	New	+$92.4K	0.01%	647

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Level Four Advisory Services's ETW Position: Q1 2023 in Review

Level Four Advisory Services sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2023, closing a stake of 11,360 shares — an estimated $88.2K sold.

Level Four Advisory Services first reported a position in ETW in Q4 2022 and held it in 1 quarter. The position peaked at $88.2K in Q4 2022. 133 funds tracked by Wall St. Rank hold ETW as of Q1 2023.

Level Four Advisory Services reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2023 after selling out during the quarter.
Level Four Advisory Services sold 11,360 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2023, an estimated $88.2K.
Level Four Advisory Services first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2022 and held it in 1 quarter.
Level Four Advisory Services's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $88.2K in Q4 2022.
133 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2023.

Based on Level Four Advisory Services's 13F filing for Q1 2023, filed 5 Jun 2023.