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

Annex Advisory Services’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	–	Sell	-24,004	Closed	-$211K	–	369
2026 Q1	$211K	Hold	24,004	–	–	﹤0.01%	357
2025 Q4	$221K	Hold	24,004	–	–	﹤0.01%	340
2025 Q3	$217K	Hold	24,004	–	–	﹤0.01%	296
2025 Q2	$208K	Hold	24,004	–	–	0.01%	300
2025 Q1	$198K	Hold	24,004	–	–	0.01%	300
2024 Q4	$202K	Buy	+24,004	New	+$205K	0.01%	300

Other funds holding ETW

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Annex Advisory Services's ETW Position: Q2 2026 in Review

Annex Advisory Services sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2026, closing a stake of 24,004 shares — an estimated $211K sold.

Annex Advisory Services first reported a position in ETW in Q4 2024 and held it in 6 quarters. The position peaked at $221K in Q4 2025. 175 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

Annex Advisory Services reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Annex Advisory Services sold 24,004 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2026, an estimated $211K.
Annex Advisory Services first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2024 and held it in 6 quarters.
Annex Advisory Services's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $221K in Q4 2025.
175 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.