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ETW

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

NewEdge 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 		$536K Sell
61,023
-8,999
-13% -$82.9K ﹤0.01% 1931
2025
Q4 		$646K Buy
70,022
+785
+1% +$7.13K ﹤0.01% 1775
2025
Q3 		$627K Buy
69,237
+1,392
+2% +$12.3K ﹤0.01% 1685
2025
Q2 		$587K Buy
67,845
+24
+0% +$197 ﹤0.01% 1600
2025
Q1 		$560K Buy
67,821
+799
+1% +$6.77K ﹤0.01% 1522
2024
Q4 		$564K Buy
67,022
+3,371
+5% +$28.9K ﹤0.01% 1470
2024
Q3 		$552K Buy
63,651
+665
+1% +$5.52K ﹤0.01% 1423
2024
Q2 		$521K Buy
62,986
+5,881
+10% +$47.7K ﹤0.01% 1400
2024
Q1 		$468K Sell
57,105
-9,539
-14% -$75.7K ﹤0.01% 1384
2023
Q4 		$517K Buy
66,644
+35,044
+111% +$265K ﹤0.01% 1265
2023
Q3 		$241K Sell
31,600
-7,900
-20% -$63.4K ﹤0.01% 1545
2023
Q2 		$325K Buy
39,500
+3,100
+9% +$25.2K ﹤0.01% 1421
2023
Q1 		$291K Sell
36,400
-900
-2% -$7.21K ﹤0.01% 1390
2022
Q4 		$289K Buy
37,300
+690
+2% +$5.61K 0.01% 1025
2022
Q3 		$277K Buy
36,610
+3,300
+10% +$28.9K ﹤0.01% 1243
2022
Q2 		$277K Buy
33,310
+7,810
+31% +$70K ﹤0.01% 1247
2022
Q1 		$260K Buy
25,500
+3,900
+18% +$40.7K ﹤0.01% 978
2021
Q4 		$242K Buy
+21,600
New +$238K ﹤0.01% 1431

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