Shaker Financial Services, LLC
Position in ETW — Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
CIK 1511794
Arlington, VA
Position in ETW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,498,948
+$767,357 QoQ
Shares Held
259,227
+31.4% QoQ
Ownership
0.239%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#23
of 173 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ETW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Shaker Financial Services, LLC holds $305,199,317 across 140 Asset Management names. ETW ranks #42 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GAB |
Gabelli Equity Trust Inc
|
2,073,169 | $11,734,136 | |
| 2 | RVT |
Royce Small-Cap Trust, Inc.
|
605,745 | $11,188,110 | |
| 3 | USA |
Liberty All Star Equity Fund
|
1,646,776 | $9,567,768 | |
| 4 | SPE |
Special Opportunities Fund, Inc.
|
664,992 | $8,957,442 | |
| 5 | JCE |
Nuveen Core Equity Alpha Fund
|
519,128 | $8,492,934 | |
| 6 | ASG |
Liberty All Star Growth Fund Inc.
|
1,527,646 | $8,356,223 | |
| 7 | FFA |
First Trust Enhanced Equity Income Fund
|
328,741 | $7,350,648 | |
| 8 | SOR |
Source Capital /De/
|
153,966 | $7,077,817 |
All Filings in ETW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,498,948 | 259,227 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,731,591 | 197,220 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,188,201 | 237,332 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,824,233 | 312,070 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,886,540 | 449,311 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,802,417 | 339,687 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,095,394 | 367,624 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $470,959 | 54,258 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,017,789 | 364,908 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,857,273 | 348,448 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,033,835 | 390,455 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,882,144 | 246,354 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,163,725 | 263,227 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,416,786 | 546,632 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,018,407 | 517,836 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $133,232 | 17,600 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,464,413 | 296,560 | Shares | Sole | 2022-08-01 | |
| 2021-03-31 | $170,207 | 16,493 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,936,968 | 200,100 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $354,640 | 41,527 | Shares | Sole | 2020-11-09 | |
| 2020-03-31 | $3,437,650 | 460,811 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||