Wagner Wealth Management (South Carolina)’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-666	Closed	-$5K	–	393
2022 Q3	$5K	Hold	666	–	–	﹤0.01%	515
2022 Q2	$6K	Buy	+666	New	+$5.97K	﹤0.01%	502
2022 Q1	–	Sell	-666	Closed	-$7K	–	354
2021 Q4	$7K	Hold	666	–	–	0.01%	527
2021 Q3	$7K	Hold	666	–	–	0.01%	500
2021 Q2	$7K	Hold	666	–	–	0.01%	523
2021 Q1	$7K	Buy	+666	New	+$6.58K	0.01%	501

Other funds holding ETW

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s ETW Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2022, closing a stake of 666 shares — an estimated $5K sold.

Wagner Wealth Management (South Carolina) first reported a position in ETW in Q1 2021 and held it in 6 quarters. The position peaked at $7K in Q4 2021. 141 funds tracked by Wall St. Rank hold ETW as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 666 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2022, an estimated $5K.
Wagner Wealth Management (South Carolina) first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $7K in Q4 2021.
141 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.