SBIA
ETW

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

Sheaff Brock Investment 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
Q1 		$490K Buy
59,453
+22
+0% +$186 0.05% 258
2024
Q4 		$500K Buy
59,431
+35
+0.1% +$300 0.04% 257
2024
Q3 		$516K Buy
59,396
+23
+0% +$191 0.05% 249
2024
Q2 		$491K Buy
59,373
+35
+0.1% +$284 0.05% 249
2024
Q1 		$487K Buy
59,338
+24,979
+73% +$198K 0.03% 295
2023
Q4 		$267K Hold
34,359
– – 0.02% 368
2023
Q3 		$263K Hold
34,359
– – 0.02% 351
2023
Q2 		$282K Hold
34,359
– – 0.02% 362
2023
Q1 		$278K Buy
34,359
+10
+0% +$80 0.03% 366
2022
Q4 		$267K Buy
34,349
+30
+0.1% +$244 0.03% 361
2022
Q3 		$260K Buy
34,319
+861
+3% +$7.54K 0.03% 365
2022
Q2 		$278K Buy
33,458
+230
+0.7% +$2.06K 0.02% 359
2022
Q1 		$339K Buy
33,228
+326
+1% +$3.4K 0.02% 349
2021
Q4 		$368K Buy
32,902
+50
+0.2% +$550 0.02% 334
2021
Q3 		$356K Buy
32,852
+8,675
+36% +$96.3K 0.03% 334
2021
Q2 		$263K Buy
24,177
+429
+2% +$4.65K 0.02% 396
2021
Q1 		$245K Buy
23,748
+700
+3% +$6.91K 0.02% 399
2020
Q4 		$223K Hold
23,048
– – 0.02% 399
2020
Q3 		$197K Buy
23,048
+500
+2% +$4.42K 0.02% 395
2020
Q2 		$195K Hold
22,548
– – 0.02% 385
2020
Q1 		$168K Buy
22,548
+250
+1% +$2.34K 0.02% 344
2019
Q4 		$231K Hold
22,298
– – 0.02% 383
2019
Q3 		$215K Buy
22,298
+200
+0.9% +$1.93K 0.02% 385
2019
Q2 		$216K Sell
22,098
-5,099
-19% -$49.8K 0.02% 405
2019
Q1 		$266K Buy
27,197
+112
+0.4% +$1.09K 0.03% 366
2018
Q4 		$258K Sell
27,085
-16,538
-38% -$177K 0.04% 350
2018
Q3 		$525K Sell
43,623
-488
-1% -$5.86K 0.05% 259
2018
Q2 		$521K Buy
44,111
+120
+0.3% +$1.41K 0.05% 249
2018
Q1 		$508K Sell
43,991
-7,336
-14% -$87.7K 0.05% 252
2017
Q4 		$612K Sell
51,327
-9,750
-16% -$115K 0.08% 222
2017
Q3 		$723K Hold
61,077
– – 0.1% 202
2017
Q2 		$695K Buy
61,077
+1,027
+2% +$11.6K 0.09% 223
2017
Q1 		$655K Buy
60,050
+27,599
+85% +$295K 0.09% 236
2016
Q4 		$327K Buy
32,451
+2,668
+9% +$28.1K 0.04% 376
2016
Q3 		$328K Buy
29,783
+11,653
+64% +$126K 0.04% 334
2016
Q2 		$188K Buy
18,130
+500
+3% +$5.24K 0.02% 495
2016
Q1 		$186K Sell
17,630
-900
-5% -$9.18K 0.02% 502
2015
Q4 		$208K Buy
+18,530
New +$213K 0.02% 503

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
UBS Group
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

Sheaff Brock Investment Advisors's ETW Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 0.04% in Q1 2025, buying an estimated $186 and bringing the position to 59,453 shares worth $490K. The position accounts for 0.05% of the portfolio, ranked #258.

Sheaff Brock Investment Advisors first reported a position in ETW in Q4 2015 and has held it in 38 quarters since. The position peaked at $723K in Q3 2017. 165 funds tracked by Wall St. Rank hold ETW as of Q1 2025.

  • Sheaff Brock Investment Advisors held 59,453 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $490K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 22 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2025, an estimated $186.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.05% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #258 holding.
  • Sheaff Brock Investment Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $723K in Q3 2017.
  • 165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.