SAM
ETW

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

Synergy Asset 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
2025
Q1 		– Sell
-1,200
Closed -$10.4K – 298
2024
Q4 		$10.4K Buy
+1,200
New +$10.3K ﹤0.01% 463

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

Synergy Asset Management's ETW Position: Q1 2025 in Review

Synergy Asset Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2025, closing a stake of 1,200 shares — an estimated $10.4K sold.

Synergy Asset Management first reported a position in ETW in Q4 2024 and held it in 1 quarter. The position peaked at $10.4K in Q4 2024. 165 funds tracked by Wall St. Rank hold ETW as of Q1 2025.

  • Synergy Asset Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1,200 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2025, an estimated $10.4K.
  • Synergy Asset Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $10.4K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.