LPL Financial
ETW

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

LPL Financial’s Portfolio ETW Stock Details ETW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.54M Buy
524,999
+107,835
+26% +$933K ﹤0.01% 2384
2025
Q1 		$3.44M Buy
417,164
+11,973
+3% +$98.8K ﹤0.01% 2439
2024
Q4 		$3.41M Buy
405,191
+30,449
+8% +$256K ﹤0.01% 2385
2024
Q3 		$3.25M Buy
374,742
+3,030
+0.8% +$26.3K ﹤0.01% 2287
2024
Q2 		$3.07M Buy
371,712
+67,394
+22% +$557K ﹤0.01% 2221
2024
Q1 		$2.5M Sell
304,318
-43,261
-12% -$355K ﹤0.01% 2334
2023
Q4 		$2.7M Sell
347,579
-62,820
-15% -$488K ﹤0.01% 2142
2023
Q3 		$3.14M Buy
410,399
+29,750
+8% +$227K ﹤0.01% 1918
2023
Q2 		$3.13M Buy
380,649
+75,696
+25% +$622K ﹤0.01% 1880
2023
Q1 		$2.46M Buy
304,953
+12,023
+4% +$97.1K ﹤0.01% 1975
2022
Q4 		$2.27M Sell
292,930
-11,540
-4% -$89.6K ﹤0.01% 1975
2022
Q3 		$2.31M Sell
304,470
-500
-0.2% -$3.79K ﹤0.01% 1867
2022
Q2 		$2.53M Buy
304,970
+22,308
+8% +$185K ﹤0.01% 1841
2022
Q1 		$2.88M Buy
282,662
+6,171
+2% +$62.9K ﹤0.01% 1788
2021
Q4 		$3.09M Buy
276,491
+21,539
+8% +$241K ﹤0.01% 1760
2021
Q3 		$2.76M Buy
254,952
+49,602
+24% +$536K ﹤0.01% 1809
2021
Q2 		$2.24M Buy
205,350
+16,430
+9% +$179K ﹤0.01% 1881
2021
Q1 		$1.95M Buy
188,920
+12,057
+7% +$124K ﹤0.01% 1851
2020
Q4 		$1.71M Sell
176,863
-3,383
-2% -$32.7K ﹤0.01% 1770
2020
Q3 		$1.54M Buy
180,246
+29,928
+20% +$256K ﹤0.01% 1602
2020
Q2 		$1.3M Buy
150,318
+14,350
+11% +$124K ﹤0.01% 1626
2020
Q1 		$1.01M Sell
135,968
-2,644
-2% -$19.7K ﹤0.01% 1605
2019
Q4 		$1.44M Sell
138,612
-22,475
-14% -$233K ﹤0.01% 1595
2019
Q3 		$1.56M Buy
161,087
+5,614
+4% +$54.2K ﹤0.01% 1422
2019
Q2 		$1.52M Buy
155,473
+10,978
+8% +$107K ﹤0.01% 1417
2019
Q1 		$1.41M Sell
144,495
-2,645
-2% -$25.8K ﹤0.01% 1413
2018
Q4 		$1.4M Buy
147,140
+3,048
+2% +$29K ﹤0.01% 1275
2018
Q3 		$1.73M Buy
144,092
+53,549
+59% +$644K ﹤0.01% 1269
2018
Q2 		$1.07M Buy
90,543
+13,200
+17% +$156K ﹤0.01% 1573
2018
Q1 		$893K Sell
77,343
-1,286
-2% -$14.8K ﹤0.01% 1677
2017
Q4 		$937K Sell
78,629
-3,552
-4% -$42.3K ﹤0.01% 1555
2017
Q3 		$973K Buy
82,181
+8,595
+12% +$102K ﹤0.01% 1442
2017
Q2 		$837K Sell
73,586
-358,767
-83% -$4.08M ﹤0.01% 1486
2017
Q1 		$4.7M Buy
432,353
+80,872
+23% +$880K 0.03% 448
2016
Q4 		$3.59M Buy
351,481
+8,666
+3% +$88.4K 0.03% 542
2016
Q3 		$3.74M Buy
342,815
+13,808
+4% +$151K 0.04% 487
2016
Q2 		$3.4M Sell
329,007
-255,767
-44% -$2.64M 0.03% 514
2016
Q1 		$6.07M Buy
584,774
+35,778
+7% +$371K 0.02% 627
2015
Q4 		$6.15M Buy
548,996
+291,179
+113% +$3.26M 0.02% 622
2015
Q3 		$2.93M Sell
257,817
-101,244
-28% -$1.15M 0.02% 671
2015
Q2 		$4.21M Sell
359,061
-289,397
-45% -$3.39M 0.02% 586
2015
Q1 		$7.66M Sell
648,458
-83,795
-11% -$990K 0.04% 370
2014
Q4 		$8.07M Sell
732,253
-173,773
-19% -$1.91M 0.04% 331
2014
Q3 		$10.9M Buy
906,026
+43,053
+5% +$518K 0.07% 263
2014
Q2 		$11M Buy
862,973
+68,868
+9% +$879K 0.06% 261
2014
Q1 		$9.61M Sell
794,105
-1,567
-0.2% -$19K 0.06% 277
2013
Q4 		$9.63M Buy
795,672
+76,943
+11% +$931K 0.06% 266
2013
Q3 		$8.37M Buy
718,729
+181,996
+34% +$2.12M 0.06% 289
2013
Q2 		$5.97M Buy
+536,733
New +$5.97M 0.04% 325