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ETW

Advisory Advocates’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Advisory Advocates’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
Q2 		$527K Buy
54,701
+700
+1% +$6.54K 0.45% 79
2026
Q1 		$474K Buy
54,001
+1,000
+2% +$9.22K 0.48% 79
2025
Q4 		$489K Buy
+53,001
New +$482K 0.49% 73

Other funds holding ETW

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Advocates's ETW Position: Q2 2026 in Review

Advisory Advocates increased its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 1.3% in Q2 2026, buying an estimated $6.54K and bringing the position to 54,701 shares worth $527K. The position accounts for 0.45% of the portfolio, ranked #79.

Advisory Advocates first reported a position in ETW in Q4 2025 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

  • Advisory Advocates held 54,701 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $527K as of Q2 2026.
  • Advisory Advocates bought 700 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2026, an estimated $6.54K.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.45% of Advisory Advocates's portfolio in Q2 2026, its #79 holding.
  • Advisory Advocates first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.