WMS
ETW

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

Wealth Management 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
2023
Q3 		$133K Buy
17,458
+960
+6% +$7.71K 0.09% 79
2023
Q2 		$136K Buy
16,498
+2,813
+21% +$22.8K 0.09% 82
2023
Q1 		$111K Buy
13,685
+1,983
+17% +$15.9K 0.06% 87
2022
Q4 		$91K Buy
11,702
+40
+0.3% +$325 0.05% 88
2022
Q3 		$88K Buy
11,662
+44
+0.4% +$385 0.05% 81
2022
Q2 		$97K Sell
11,618
-993
-8% -$8.91K 0.05% 93
2022
Q1 		$129K Buy
12,611
+56
+0.4% +$585 0.07% 109
2021
Q4 		$140K Buy
+12,555
New +$138K 0.07% 117

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Wealth Management Solutions's ETW Position: Q3 2023 in Review

Wealth Management Solutions increased its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 5.8% in Q3 2023, buying an estimated $7.71K and bringing the position to 17,458 shares worth $133K. The position accounts for 0.09% of the portfolio, ranked #79.

Wealth Management Solutions first reported a position in ETW in Q4 2021 and has held it in 8 quarters since. The position peaked at $140K in Q4 2021. 145 funds tracked by Wall St. Rank hold ETW as of Q3 2023.

  • Wealth Management Solutions held 17,458 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $133K as of Q3 2023.
  • Wealth Management Solutions bought 960 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2023, an estimated $7.71K.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.09% of Wealth Management Solutions's portfolio in Q3 2023, its #79 holding.
  • Wealth Management Solutions first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2021 and has held it in 8 quarters since.
  • Wealth Management Solutions's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $140K in Q4 2021.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.