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

ORG Partners’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
2025 Q1	–	Sell	-14,606	Closed	-$123K	–	1466
2024 Q4	$123K	Buy	14,606 +42	+0.3%	+$360	0.02%	389
2024 Q3	$126K	Sell	14,564 -2,869	-16%	-$23.8K	0.02%	347
2024 Q2	$144K	Sell	17,433 -2,376	-12%	-$19.3K	0.02%	497
2024 Q1	$161K	Buy	+19,809	New	+$157K	0.31%	50
2023 Q3	–	Sell	-15,557	Closed	-$128K	–	1439
2023 Q2	$128K	Buy	+15,557	New	+$126K	0.02%	460

Other funds holding ETW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

ORG Partners's ETW Position: Q1 2025 in Review

ORG Partners sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2025, closing a stake of 14,606 shares — an estimated $123K sold.

ORG Partners first reported a position in ETW in Q2 2023 and held it in 5 quarters. The position peaked at $161K in Q1 2024. 165 funds tracked by Wall St. Rank hold ETW as of Q1 2025.

ORG Partners reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 14,606 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2025, an estimated $123K.
ORG Partners first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2023 and held it in 5 quarters.
ORG Partners's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $161K in Q1 2024.
165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.