BCWM
ETW

Bartlett & Co Wealth Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Bartlett & Co Wealth Management’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 		$38.6K Buy
+4,000
New +$37.4K ﹤0.01% 789

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

Bartlett & Co Wealth Management's ETW Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2026: 4,000 shares worth $38.6K. The stake represents ﹤0.01% of the portfolio and ranks #789 among its holdings.

175 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

  • Bartlett & Co Wealth Management held 4,000 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $38.6K as of Q2 2026.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund was a new Bartlett & Co Wealth Management position in Q2 2026.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #789 holding.
  • 175 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.