Wealth Enhancement Advisory Services
ETW

Wealth Enhancement Advisory Services’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		$634K Sell
70,993
-14,988
-17% -$138K ﹤0.01% 2139
2025
Q4 		$802K Buy
85,981
+8,095
+10% +$73.6K ﹤0.01% 2105
2025
Q3 		$713K Sell
77,886
-6,843
-8% -$60.6K ﹤0.01% 2085
2025
Q2 		$737K Buy
84,729
+11,001
+15% +$90.2K ﹤0.01% 1930
2025
Q1 		$608K Buy
73,728
+33,501
+83% +$284K ﹤0.01% 1906
2024
Q4 		$339K Buy
+40,227
New +$344K ﹤0.01% 2281
2023
Q4 		– Sell
-15,314
Closed -$117K – 2370
2023
Q3 		$117K Buy
+15,314
New +$123K ﹤0.01% 2085

Other funds holding ETW

GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return