BFC Planning, Inc.’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

BFC Planning, Inc.’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	$179K	Buy	18,568 +1,596	+9%	+$14.9K	0.01%	973
2026 Q1	$149K	Buy	16,972 +367	+2%	+$3.38K	0.01%	974
2025 Q4	$153K	Buy	16,605 +357	+2%	+$3.24K	0.01%	973
2025 Q3	$147K	Buy	16,248 +360	+2%	+$3.19K	0.01%	775
2025 Q2	$137K	Buy	15,888 +6,359	+67%	+$52.2K	0.01%	761
2025 Q1	$78.6K	Buy	9,529 +5,105	+115%	+$43.3K	0.01%	953
2024 Q4	$37.3K	Buy	+4,424	New	+$37.9K	﹤0.01%	1226

Other funds holding ETW

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

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

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

BFC Planning, Inc.'s ETW Position: Q2 2026 in Review

BFC Planning, Inc. increased its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 9.4% in Q2 2026, buying an estimated $14.9K and bringing the position to 18,568 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #973.

BFC Planning, Inc. first reported a position in ETW in Q4 2024 and has held it in 7 quarters since. 178 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

BFC Planning, Inc. held 18,568 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $179K as of Q2 2026.
BFC Planning, Inc. bought 1,596 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2026, an estimated $14.9K.
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #973 holding.
BFC Planning, Inc. 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.
178 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.