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

CreativeOne Wealth’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	$293K	Sell	30,383 -400	-1%	-$3.74K	0.01%	1001
2026 Q1	$270K	Hold	30,783	–	–	0.01%	1014
2025 Q4	$284K	Sell	30,783 -9,200	-23%	-$83.6K	0.01%	971
2025 Q3	$362K	Sell	39,983 -6,500	-14%	-$57.5K	0.01%	877
2025 Q2	$402K	Sell	46,483 -6,484	-12%	-$53.2K	0.01%	817
2025 Q1	$437K	Sell	52,967 -11,650	-18%	-$98.7K	0.01%	730
2024 Q4	$544K	Buy	+64,617	New	+$553K	0.02%	665

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

CreativeOne Wealth's ETW Position: Q2 2026 in Review

CreativeOne Wealth reduced its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 1.3% in Q2 2026, selling an estimated $3.74K and leaving 30,383 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #1001.

CreativeOne Wealth first reported a position in ETW in Q4 2024 and has held it in 7 quarters since. The position peaked at $544K in Q4 2024. 176 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

CreativeOne Wealth held 30,383 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $293K as of Q2 2026.
CreativeOne Wealth sold 400 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2026, an estimated $3.74K.
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1001 holding.
CreativeOne Wealth first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
CreativeOne Wealth's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $544K in Q4 2024.
176 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.