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

Western Wealth 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
2022 Q4	–	Sell	-23,318	Closed	-$176K	–	655
2022 Q3	$176K	Hold	23,318	–	–	0.01%	760
2022 Q2	$194K	Hold	23,318	–	–	0.01%	741
2022 Q1	$238K	Buy	23,318 +11,659	+100%	+$122K	0.01%	746
2021 Q4	$131K	Buy	+11,659	New	+$128K	0.01%	588
2021 Q2	$127K	Hold	11,659	–	–	0.01%	612
2021 Q1	$120K	Sell	11,659 -6,500	-36%	-$64.2K	0.02%	507
2020 Q4	$176K	Hold	18,159	–	–	0.03%	456
2020 Q3	$155K	Buy	+18,159	New	+$160K	0.03%	424

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 $71.6B AUM 21.08% 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 $38.8B AUM 21.88% 1-Year Est. Return

Western Wealth Management's ETW Position: Q4 2022 in Review

Western Wealth Management sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2022, closing a stake of 23,318 shares — an estimated $176K sold.

Western Wealth Management first reported a position in ETW in Q3 2020 and held it in 8 quarters. The position peaked at $238K in Q1 2022. 141 funds tracked by Wall St. Rank hold ETW as of Q4 2022.

Western Wealth Management reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 23,318 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2022, an estimated $176K.
Western Wealth Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q3 2020 and held it in 8 quarters.
Western Wealth Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $238K in Q1 2022.
141 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.