Claro Advisors Inc.
Position in ETW — Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
CIK 1764386
BOSTON, MA
Position in ETW
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$267,544
-$20,691 QoQ
Shares Held
30,472
-2.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Claro Advisors Inc. holds $9,906,527 across 13 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
29,358 | $3,164,205 | |
| 2 | BLK |
BlackRock, Inc.
|
1,691 | $1,625,997 | |
| 3 | VGM |
Invesco Trust for Investment Grade Municipals
|
99,973 | $1,059,713 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
73,211 | $952,475 | |
| 5 | NBXG |
Neuberger Next Generation Connectivity Fund Inc.
|
34,241 | $566,346 | |
| 6 | PSEC |
Prospect Capital Corp
|
192,700 | $445,137 | |
| 7 | BX |
Blackstone Inc.
|
3,299 | $388,193 | |
| 8 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
34,327 | $328,509 |
All Filings in ETW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $267,544 | 30,472 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $288,235 | 31,262 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $324,867 | 35,897 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $345,593 | 39,953 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $525,343 | 63,678 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $615,502 | 73,100 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $883,077 | 101,737 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $926,934 | 112,084 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $968,477 | 118,107 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $977,846 | 125,849 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $666,070 | 87,182 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $601,490 | 73,174 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $542,935 | 67,195 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $269,590 | 34,741 | Shares | Sole | 2023-03-13 | |
| 2022-09-30 | $240,059 | 31,712 | Shares | Sole | 2022-11-18 | |
| 2022-06-30 | $263,526 | 31,712 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $301,257 | 29,535 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $330,496 | 29,535 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $205,649 | 19,024 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $298,745 | 27,433 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $384,801 | 37,287 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $345,963 | 35,740 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $247,472 | 28,978 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $252,580 | 29,200 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $219,324 | 29,400 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||