PFG
ETW

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

Peterson Financial Group’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
2024
Q3 		$11.4K Buy
+1,315
New +$10.9K 0.04% 196

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Peterson Financial Group's ETW Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2024: 1,315 shares worth $11.4K. The stake represents 0.04% of the portfolio and ranks #196 among its holdings.

143 funds tracked by Wall St. Rank hold ETW as of Q3 2024.

  • Peterson Financial Group held 1,315 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $11.4K as of Q3 2024.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund was a new Peterson Financial Group position in Q3 2024.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.04% of Peterson Financial Group's portfolio in Q3 2024, its #196 holding.
  • 143 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.