CX Institutional
ETW icon

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

CX Institutional’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 		$2K Hold
250
– – ﹤0.01% 1550
2026
Q2 		$2K Buy
+250
New +$2.34K ﹤0.01% 1464

Other funds holding ETW

RiverTree Advisors
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Shaker Financial Services
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Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Avory & Company
Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
David J. Yvars Group
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

CX Institutional's ETW Position: Q3 2026 in Review

CX Institutional held its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) position steady in Q3 2026 at 250 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

CX Institutional first reported a position in ETW in Q2 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold ETW as of Q3 2026.

  • CX Institutional held 250 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $2K as of Q3 2026.
  • CX Institutional 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 CX Institutional's portfolio in Q3 2026, its #1550 holding.
  • CX Institutional first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.