Lido Advisors
ETW

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

Lido 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
2026
Q1 		– Sell
-50,000
Closed -$453K – 2006
2025
Q4 		$453K Hold
50,000
– – ﹤0.01% 1341
2025
Q3 		$453K Sell
50,000
-24,900
-33% -$220K ﹤0.01% 1278
2025
Q2 		$648K Hold
74,900
– – ﹤0.01% 1013
2025
Q1 		$618K Hold
74,900
– – ﹤0.01% 951
2024
Q4 		$631K Hold
74,900
– – ﹤0.01% 934
2024
Q3 		$650K Hold
74,900
– – ﹤0.01% 863
2024
Q2 		$619K Hold
74,900
– – 0.01% 856
2024
Q1 		$614K Hold
74,900
– – 0.01% 837
2023
Q4 		$582K Hold
74,900
– – 0.01% 801
2023
Q3 		$572K Buy
+74,900
New +$601K 0.01% 710
2020
Q2 		– Sell
-10,698
Closed -$80K – 626
2020
Q1 		$80K Buy
+10,698
New +$100K 0.01% 563

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