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

Prevail Innovative Wealth 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
2025 Q2	–	Sell	-258,758	Closed	-$2.13M	–	202
2025 Q1	$2.13M	Buy	258,758 +41,284	+19%	+$350K	0.57%	60
2024 Q4	$1.83M	Buy	217,474 +31,987	+17%	+$274K	0.53%	62
2024 Q3	$1.61M	Buy	185,487 +42,934	+30%	+$357K	0.49%	67
2024 Q2	$1.18M	Buy	142,553 +22,353	+19%	+$181K	0.42%	83
2024 Q1	$986K	Buy	120,200 +22,631	+23%	+$180K	0.37%	94
2023 Q4	$758K	Buy	97,569 +35,306	+57%	+$267K	0.36%	80
2023 Q3	$476K	Buy	62,263 +26,674	+75%	+$214K	0.25%	87
2023 Q2	$293K	Buy	+35,589	New	+$289K	0.16%	82

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

AAM

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Prevail Innovative Wealth Advisors's ETW Position: Q2 2025 in Review

Prevail Innovative Wealth Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2025, closing a stake of 258,758 shares — an estimated $2.13M sold.

Prevail Innovative Wealth Advisors first reported a position in ETW in Q2 2023 and held it in 8 quarters. The position peaked at $2.13M in Q1 2025. 169 funds tracked by Wall St. Rank hold ETW as of Q2 2025.

Prevail Innovative Wealth Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 258,758 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2025, an estimated $2.13M.
Prevail Innovative Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2023 and held it in 8 quarters.
Prevail Innovative Wealth Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $2.13M in Q1 2025.
169 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.