SIS
ETW

Strategic Investment Solutions’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Strategic Investment Solutions’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
-775
Closed -$6.39K – 625
2025
Q1 		$6.39K Hold
775
– – ﹤0.01% 421
2024
Q4 		$6.53K Hold
775
– – ﹤0.01% 431
2024
Q3 		$6.73K Hold
775
– – ﹤0.01% 403
2024
Q2 		$6.46K Buy
+775
New +$6.28K ﹤0.01% 398

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

Strategic Investment Solutions's ETW Position: Q2 2025 in Review

Strategic Investment Solutions sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2025, closing a stake of 775 shares — an estimated $6.39K sold.

Strategic Investment Solutions first reported a position in ETW in Q2 2024 and held it in 4 quarters. The position peaked at $6.73K in Q3 2024. 169 funds tracked by Wall St. Rank hold ETW as of Q2 2025.

  • Strategic Investment Solutions reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 775 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2025, an estimated $6.39K.
  • Strategic Investment Solutions first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2024 and held it in 4 quarters.
  • Strategic Investment Solutions's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $6.73K in Q3 2024.
  • 169 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2025.

Based on Strategic Investment Solutions's 13F filing for Q2 2025, filed 16 Jul 2025.