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 Q3	$6.84K	Hold	720	–	–	﹤0.01%	712
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

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Caldwell Trust's ETW Position: Q3 2026 in Review

Caldwell Trust held its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) position steady in Q3 2026 at 720 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Caldwell Trust first reported a position in ETW in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.94K in Q2 2026. 98 funds tracked by Wall St. Rank hold ETW as of Q3 2026.

Caldwell Trust held 720 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $6.84K as of Q3 2026.
Caldwell Trust left its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund share count unchanged in Q3 2026.
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #712 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 7 quarters since.
Caldwell Trust's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $6.94K in Q2 2026.
98 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.