SA
ETW

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

SAM 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
-478,221
Closed -$3.89M – 45
2025
Q1 		$3.89M Sell
478,221
-20,792
-4% -$176K 1.46% 13
2024
Q4 		$4.08M Buy
+499,013
New +$4.27M 1.47% 13
2024
Q3 		– Sell
-449,936
Closed -$3.8M – 43
2024
Q2 		$3.8M Sell
449,936
-919
-0.2% -$7.45K 1.38% 15
2024
Q1 		$3.68M Buy
450,855
+14,491
+3% +$115K 1.34% 14
2023
Q4 		$3.37M Buy
436,364
+18,848
+5% +$143K 1.33% 15
2023
Q3 		$3.08M Sell
417,516
-5,925
-1% -$47.6K 1.34% 14
2023
Q2 		$3.35M Buy
423,441
+21,243
+5% +$172K 1.39% 14
2023
Q1 		$3.14M Sell
402,198
-48,483
-11% -$389K 1.41% 14
2022
Q4 		$3.4M Buy
450,681
+64,542
+17% +$525K 1.5% 13
2022
Q3 		$2.8M Buy
386,139
+13,865
+4% +$121K 1.36% 16
2022
Q2 		$2.9M Buy
372,274
+3,011
+0.8% +$27K 1.45% 14
2022
Q1 		$3.59M Buy
369,263
+14,175
+4% +$148K 1.55% 13
2021
Q4 		$3.7M Sell
355,088
-10,387
-3% -$114K 1.69% 12
2021
Q3 		$3.67M Buy
+365,475
New +$4.06M 1.78% 11

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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

SAM Advisors's ETW Position: Q2 2025 in Review

SAM Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2025, closing a stake of 478,221 shares — an estimated $3.89M sold.

SAM Advisors first reported a position in ETW in Q3 2021 and held it in 14 quarters. The position peaked at $4.08M in Q4 2024. 169 funds tracked by Wall St. Rank hold ETW as of Q2 2025.

  • SAM Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • SAM Advisors sold 478,221 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2025, an estimated $3.89M.
  • SAM Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2021 and held it in 14 quarters.
  • SAM Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $4.08M in Q4 2024.
  • 169 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2025.

Based on SAM Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.