Carson Wealth (CWM LLC)
ETW icon

Carson Wealth (CWM LLC)’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$43.5K Hold
4,950
– – ﹤0.01% 3914
2025
Q4 		$46K Buy
+4,950
New +$45K ﹤0.01% 3660

Other funds holding ETW

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Carson Wealth (CWM LLC)'s ETW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) position steady in Q1 2026 at 4,950 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3914.

Carson Wealth (CWM LLC) first reported a position in ETW in Q4 2025 and has held it in 2 quarters since. The position peaked at $46K in Q4 2025. 170 funds tracked by Wall St. Rank hold ETW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,950 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $43.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund share count unchanged in Q1 2026.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3914 holding.
  • Carson Wealth (CWM LLC) first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $46K in Q4 2025.
  • 170 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.