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

Global Retirement Partners’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
2025 Q4	$2.31K	Hold	250	–	–	﹤0.01%	3680
2025 Q3	$2.26K	Hold	250	–	–	﹤0.01%	3284
2025 Q2	$2.16K	Buy	+250	New	+$2.05K	﹤0.01%	3215
2024 Q4	–	Sell	-1,031	Closed	-$8.95K	–	3690
2024 Q3	$8.95K	Buy	1,031 +24	+2%	+$199	﹤0.01%	2332
2024 Q2	$8.32K	Buy	1,007 +25	+3%	+$203	﹤0.01%	2398
2024 Q1	$8.05K	Buy	982 +21	+2%	+$167	﹤0.01%	2208
2023 Q4	$7.51K	Buy	961 +22	+2%	+$166	﹤0.01%	2171
2023 Q3	$7K	Buy	939 +20	+2%	+$161	﹤0.01%	2085
2023 Q2	$7.55K	Buy	919 +13	+1%	+$106	﹤0.01%	2064
2023 Q1	$7.25K	Buy	906 +26	+3%	+$208	﹤0.01%	2039
2022 Q4	$6.83K	Buy	+880	New	+$7.16K	﹤0.01%	1916

Other funds holding ETW

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Retirement Partners's ETW Position: Q4 2025 in Review

Global Retirement Partners held its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) position steady in Q4 2025 at 250 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #3680.

Global Retirement Partners first reported a position in ETW in Q4 2022 and has held it in 11 quarters since. The position peaked at $8.95K in Q3 2024. 173 funds tracked by Wall St. Rank hold ETW as of Q4 2025.

Global Retirement Partners held 250 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $2.31K as of Q4 2025.
Global Retirement Partners left its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund share count unchanged in Q4 2025.
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3680 holding.
Global Retirement Partners first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2022 and has held it in 11 quarters since.
Global Retirement Partners's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $8.95K in Q3 2024.
173 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.