BRWA
ETW

B. Riley Wealth Advisors’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

B. Riley Wealth Advisors’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 		$424K Sell
44,798
-1,075
-2% -$10K 0.02% 517
2026
Q1 		$389K Sell
45,873
-762
-2% -$7.02K 0.02% 506
2025
Q4 		$430K Buy
46,635
+55
+0.1% +$500 0.02% 582
2025
Q3 		$422K Sell
46,580
-44
-0.1% -$389 0.02% 594
2025
Q2 		$403K Buy
+46,624
New +$382K 0.02% 609
2024
Q2 		– Sell
-31,001
Closed -$237K – 1454
2024
Q1 		$237K Sell
31,001
-2,334
-7% -$18.5K 0.01% 1174
2023
Q4 		$259K Buy
33,335
+2,334
+8% +$17.7K 0.01% 1116
2023
Q3 		$237K Sell
31,001
-3,525
-10% -$28.3K 0.01% 1174
2023
Q2 		$284K Sell
34,526
-1,171
-3% -$9.51K 0.01% 1150
2023
Q1 		$288K Sell
35,697
-7,980
-18% -$64K 0.01% 1088
2022
Q4 		$339K Buy
43,677
+10,920
+33% +$88.8K 0.01% 978
2022
Q3 		$248K Buy
32,757
+3,457
+12% +$30.3K 0.01% 1118
2022
Q2 		$244K Sell
29,300
-6,385
-18% -$57.3K 0.01% 962
2022
Q1 		$364K Sell
35,685
-770
-2% -$8.04K 0.01% 924
2021
Q4 		$408K Sell
36,455
-2,554
-7% -$28.1K 0.01% 924
2021
Q3 		$422K Sell
39,009
-1,165
-3% -$12.9K 0.01% 867
2021
Q2 		$438K Buy
40,174
+2,150
+6% +$23.3K 0.01% 830
2021
Q1 		$393K Buy
38,024
+111
+0.3% +$1.1K 0.01% 852
2020
Q4 		$367K Sell
37,913
-9,448
-20% -$86.2K 0.02% 650
2020
Q3 		$406K Buy
47,361
+26,203
+124% +$232K 0.02% 611
2020
Q2 		$184K Sell
21,158
-6,861
-24% -$55.7K 0.01% 783
2020
Q1 		$210K Buy
+28,019
New +$262K 0.02% 659
2019
Q4 		– Sell
-11,919
Closed -$116K – 861
2019
Q3 		$116K Buy
+11,919
New +$115K 0.01% 766
2015
Q4 		– Sell
-10,163
Closed -$109K – 580
2015
Q3 		$109K Buy
+10,163
New +$118K 0.03% 509
2015
Q1 		– Sell
-6,671
Closed -$74K – 1000
2014
Q4 		$74K Sell
6,671
-37,082
-85% -$439K ﹤0.01% 1878
2014
Q3 		$532K Sell
43,753
-85,215
-66% -$1.08M 0.14% 196
2014
Q2 		$824K Buy
128,968
+116,582
+941% +$1.45M 0.19% 111
2014
Q1 		$150K Buy
12,386
+459
+4% +$5.49K 0.05% 484
2013
Q4 		$144K Sell
11,927
-4,119
-26% -$48.7K 0.05% 449
2013
Q3 		$182K Sell
16,046
-12,092
-43% -$138K 0.06% 363
2013
Q2 		$313K Buy
+28,138
New +$319K 0.11% 219

Other funds holding ETW

GC
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

B. Riley Wealth Advisors's ETW Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 2.3% in Q2 2026, selling an estimated $10K and leaving 44,798 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #517.

B. Riley Wealth Advisors first reported a position in ETW in Q2 2013 and has held it in 31 quarters since. The position peaked at $824K in Q2 2014. 176 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

  • B. Riley Wealth Advisors held 44,798 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $424K as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,075 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2026, an estimated $10K.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #517 holding.
  • B. Riley Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2013 and has held it in 31 quarters since.
  • B. Riley Wealth Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $824K in Q2 2014.
  • 176 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.