BC
ETW

Barrett & Company’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Barrett & Company’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 		$64.4K Buy
6,600
+4,350
+193% +$40.6K 0.02% 291
2026
Q1 		$19.8K Sell
2,250
-4,350
-66% -$40.1K 0.01% 405
2025
Q4 		$62.2K Buy
6,600
+4,350
+193% +$39.5K 0.02% 266
2025
Q3 		$20.4K Hold
2,250
– – 0.01% 409
2025
Q2 		$19.5K Hold
2,250
– – 0.01% 422
2025
Q1 		$18.6K Sell
2,250
-4,350
-66% -$36.9K 0.01% 386
2024
Q4 		$54.5K Buy
6,600
+4,350
+193% +$37.2K 0.02% 254
2024
Q3 		$19.5K Sell
2,250
-4,350
-66% -$36.1K 0.01% 367
2024
Q2 		$55.4K Buy
+6,600
New +$53.5K 0.03% 256

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

Barrett & Company's ETW Position: Q2 2026 in Review

Barrett & Company increased its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 193% in Q2 2026, buying an estimated $40.6K and bringing the position to 6,600 shares worth $64.4K. The position accounts for 0.02% of the portfolio, ranked #291.

Barrett & Company first reported a position in ETW in Q2 2024 and has held it in 9 quarters since. 176 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

  • Barrett & Company held 6,600 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $64.4K as of Q2 2026.
  • Barrett & Company bought 4,350 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2026, an estimated $40.6K.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.02% of Barrett & Company's portfolio in Q2 2026, its #291 holding.
  • Barrett & Company first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2024 and has held it in 9 quarters since.
  • 176 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.