WMA
ETW

West Michigan Advisors’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

West Michigan Advisors’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 		$113K Hold
12,865
– – 0.02% 294
2025
Q4 		$119K Hold
12,865
– – 0.03% 267
2025
Q3 		$116K Hold
12,865
– – 0.03% 254
2025
Q2 		$111K Hold
12,865
– – 0.03% 228
2025
Q1 		$106K Hold
12,865
– – 0.04% 208
2024
Q4 		$108K Hold
12,865
– – 0.03% 223
2024
Q3 		$112K Hold
12,865
– – 0.03% 186
2024
Q2 		$106K Buy
+12,865
New +$104K 0.03% 174
2023
Q2 		– Sell
-15,865
Closed -$128K – 252
2023
Q1 		$128K Hold
15,865
– – 0.07% 147
2022
Q4 		$123K Hold
15,865
– – 0.09% 117
2022
Q3 		$121K Hold
15,865
– – 0.11% 107
2022
Q2 		$132K Hold
15,865
– – 0.11% 110
2022
Q1 		$162K Buy
15,865
+3,000
+23% +$31.3K 0.11% 123
2021
Q4 		$144K Buy
+12,865
New +$142K 0.11% 121

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