MWM
ETW

Modern Wealth Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Modern Wealth Management’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 		$169K Buy
18,903
+50
+0.3% +$461 ﹤0.01% 848
2025
Q4 		$174K Buy
18,853
+49
+0.3% +$445 ﹤0.01% 818
2025
Q3 		$170K Buy
18,804
+50
+0.3% +$443 ﹤0.01% 774
2025
Q2 		$162K Sell
18,754
-580
-3% -$4.76K ﹤0.01% 749
2025
Q1 		$160K Buy
19,334
+50
+0.3% +$424 0.01% 654
2024
Q4 		$162K Buy
19,284
+48
+0.2% +$411 0.01% 560
2024
Q3 		$167K Buy
19,236
+48
+0.3% +$399 0.01% 419
2024
Q2 		$159K Buy
+19,188
New +$155K 0.01% 390

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