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

Caldwell Trust’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	$6.94K	Hold	720	–	–	﹤0.01%	710
2026 Q1	$6.32K	Hold	720	–	–	﹤0.01%	695
2025 Q4	$6.64K	Hold	720	–	–	﹤0.01%	674
2025 Q3	$6.52K	Hold	720	–	–	﹤0.01%	676
2025 Q2	$6.23K	Hold	720	–	–	﹤0.01%	679
2025 Q1	$5.94K	Buy	+720	New	+$6.1K	﹤0.01%	677

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

Caldwell Trust's ETW Position: Q2 2026 in Review

Caldwell Trust held its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) position steady in Q2 2026 at 720 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Caldwell Trust first reported a position in ETW in Q1 2025 and has held it in 6 quarters since. 176 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

Caldwell Trust held 720 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $6.94K as of Q2 2026.
Caldwell Trust left its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #710 holding.
Caldwell Trust first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2025 and has held it in 6 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 Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.