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Cape Investment Advisory’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Cape Investment Advisory’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 		$14.9K Hold
1,565
– – ﹤0.01% 787
2026
Q2 		$15.1K Buy
+1,565
New +$14.6K ﹤0.01% 776
2026
Q1 		– Sell
-400
Closed -$3.69K – 506
2025
Q4 		$3.69K Buy
+400
New +$3.64K ﹤0.01% 981
2025
Q3 		– Sell
-400
Closed -$3.46K – 949
2025
Q2 		$3.46K Hold
400
– – ﹤0.01% 832
2025
Q1 		$3.3K Hold
400
– – ﹤0.01% 830
2024
Q4 		$3.37K Hold
400
– – ﹤0.01% 815
2024
Q3 		$3.47K Hold
400
– – ﹤0.01% 768
2024
Q2 		$3.31K Hold
400
– – ﹤0.01% 736
2024
Q1 		$3.28K Hold
400
– – ﹤0.01% 712
2023
Q4 		$3.11K Hold
400
– – ﹤0.01% 857
2023
Q3 		$3.06K Hold
400
– – ﹤0.01% 743
2023
Q2 		$3.29K Hold
400
– – ﹤0.01% 723
2023
Q1 		$3.23K Buy
+400
New +$3.21K ﹤0.01% 756

Other funds holding ETW

RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cape Investment Advisory's ETW Position: Q3 2026 in Review

Cape Investment Advisory held its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) position steady in Q3 2026 at 1,565 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Cape Investment Advisory first reported a position in ETW in Q1 2023 and has held it in 13 quarters since. The position peaked at $15.1K in Q2 2026. 15 funds tracked by Wall St. Rank hold ETW as of Q3 2026.

  • Cape Investment Advisory held 1,565 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $14.9K as of Q3 2026.
  • Cape Investment Advisory 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 Cape Investment Advisory's portfolio in Q3 2026, its #787 holding.
  • Cape Investment Advisory first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $15.1K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.