Spire Wealth Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Spire Wealth Management’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 Q2	–	Sell	-51,810	Closed	-$425K	–	2267
2024 Q1	$425K	Hold	51,810	–	–	0.01%	564
2023 Q4	$406K	Buy	51,810 +1,186	+2%	+$8.97K	0.01%	564
2023 Q3	$387K	Buy	+50,624	New	+$407K	0.01%	532
2022 Q1	–	Sell	-13,845	Closed	-$155K	–	2627
2021 Q4	$155K	Buy	+13,845	New	+$152K	﹤0.01%	1211
2021 Q2	–	Sell	-13,845	Closed	-$141K	–	2693
2021 Q1	$141K	Buy	+13,845	New	+$137K	﹤0.01%	1227

Other funds holding ETW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Spire Wealth Management's ETW Position: Q2 2024 in Review

Spire Wealth Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2024, closing a stake of 51,810 shares — an estimated $425K sold.

Spire Wealth Management first reported a position in ETW in Q1 2021 and held it in 5 quarters. The position peaked at $425K in Q1 2024. 148 funds tracked by Wall St. Rank hold ETW as of Q2 2024.

Spire Wealth Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 51,810 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2024, an estimated $425K.
Spire Wealth Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $425K in Q1 2024.
148 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.