Heritage Wealth Management (Ohio)’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Heritage Wealth Management (Ohio)’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	$216K	Hold	22,360	–	–	0.05%	256
2026 Q1	$196K	Sell	22,360 -6,529	-23%	-$60.2K	0.1%	152
2025 Q4	$266K	Hold	28,889	–	–	0.07%	218
2025 Q3	$261K	Hold	28,889	–	–	0.08%	208
2025 Q2	$250K	Hold	28,889	–	–	0.08%	206
2025 Q1	$238K	Hold	28,889	–	–	0.08%	202
2024 Q4	$243K	Hold	28,889	–	–	0.08%	205
2024 Q3	$251K	Hold	28,889	–	–	0.08%	202
2024 Q2	$243K	Buy	+28,889	New	+$234K	0.08%	198

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

Heritage Wealth Management (Ohio)'s ETW Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) held its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) position steady in Q2 2026 at 22,360 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #256.

Heritage Wealth Management (Ohio) first reported a position in ETW in Q2 2024 and has held it in 9 quarters since. The position peaked at $266K in Q4 2025. 176 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

Heritage Wealth Management (Ohio) held 22,360 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $216K as of Q2 2026.
Heritage Wealth Management (Ohio) left its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.05% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #256 holding.
Heritage Wealth Management (Ohio) first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $266K in Q4 2025.
176 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.