LSC
ETW

Logan Stone Capital’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Logan Stone Capital’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 		$1.25M Buy
142,283
+61,812
+77% +$570K 0.35% 51
2025
Q4 		$742K Buy
+80,471
New +$731K 0.18% 80
2025
Q3 		– Sell
-37,132
Closed -$321K – 71
2025
Q2 		$321K Sell
37,132
-101,208
-73% -$830K 0.15% 59
2025
Q1 		$1.14M Sell
138,340
-56,072
-29% -$475K 0.53% 39
2024
Q4 		$1.64M Sell
194,412
-145,002
-43% -$1.24M 0.55% 37
2024
Q3 		$2.95M Sell
339,414
-53,477
-14% -$444K 0.73% 35
2024
Q2 		$3.25M Sell
392,891
-45,735
-10% -$371K 0.84% 31
2024
Q1 		$3.6M Buy
438,626
+98,826
+29% +$785K 0.77% 40
2023
Q4 		$2.64M Buy
339,800
+322,039
+1,813% +$2.44M 0.53% 57
2023
Q3 		$136K Buy
+17,761
New +$143K 0.04% 138

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