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

Sharp Financial Services’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 Q3	–	Sell	-12,250	Closed	-$106K	–	107
2025 Q2	$106K	Sell	12,250 -17,380	-59%	-$143K	0.07%	90
2025 Q1	$244K	Buy	+29,630	New	+$251K	0.19%	78

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCM

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

Sharp Financial Services's ETW Position: Q3 2025 in Review

Sharp Financial Services sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2025, closing a stake of 12,250 shares — an estimated $106K sold.

Sharp Financial Services first reported a position in ETW in Q1 2025 and held it in 2 quarters. The position peaked at $244K in Q1 2025. 165 funds tracked by Wall St. Rank hold ETW as of Q3 2025.

Sharp Financial Services reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Sharp Financial Services sold 12,250 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2025, an estimated $106K.
Sharp Financial Services first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2025 and held it in 2 quarters.
Sharp Financial Services's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $244K in Q1 2025.
165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2025.

Based on Sharp Financial Services's 13F filing for Q3 2025, filed 28 Oct 2025.