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Shaker Financial Services, LLC

SEC CIK
0001511794
Latest filing
Jul 15, 2026

ETW holding history

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in every 13F filed by Shaker Financial Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ETW overviewAll 13F holders of ETWFull Q2 2026 holdings

Shares (Q2 2026)
259,227
Value
$2.50M
% of portfolio
0.8%
Quarters held
18
Since Q1 2021
Holdings of ETW by Shaker Financial Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026259,227$2.50M0.8%+62,007+31.4%AddedHolders
Q1 2026197,220$1.73M0.6%−40,112−16.9%ReducedHolders
Q4 2025237,332$2.19M0.7%−74,738−23.9%ReducedHolders
Q3 2025312,070$2.82M1.0%−137,241−30.5%ReducedHolders
Q2 2025449,311$3.89M1.4%+109,624+32.3%AddedHolders
Q1 2025339,687$2.80M1.1%−27,937−7.6%ReducedHolders
Q4 2024367,624$3.10M1.2%+313,366+577.5%AddedHolders
Q3 202454,258$471.0K0.2%−310,650−85.1%ReducedHolders
Q2 2024364,908$3.02M1.2%+16,460+4.7%AddedHolders
Q1 2024348,448$2.86M1.1%−42,007−10.8%ReducedHolders
Q4 2023390,455$3.03M1.2%+144,101+58.5%AddedHolders
Q3 2023246,354$1.88M0.9%−16,873−6.4%ReducedHolders
Q2 2023263,227$2.16M0.9%−283,405−51.8%ReducedHolders
Q1 2023546,632$4.42M1.9%+28,796+5.6%AddedHolders
Q4 2022517,836$4.02M1.9%+500,236+2,842.3%AddedHolders
Q3 202217,600$133.0K0.1%−278,960−94.1%ReducedHolders
Q2 2022296,560$2.46M1.2%+296,560NewHolders
Q2 20210$00.0%−16,493−100.0%Sold outHolders
Q1 202116,493$170.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.