Independent Advisor Alliance’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Independent Advisor Alliance’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	–	Sell	-14,877	Closed	-$131K	–	1197
2026 Q1	$131K	Buy	+14,877	New	+$137K	﹤0.01%	1528
2025 Q1	–	Sell	-220,499	Closed	-$1.86M	–	951
2024 Q4	$1.86M	Buy	+220,499	New	+$1.89M	0.02%	529

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

Independent Advisor Alliance's ETW Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2026, closing a stake of 14,877 shares — an estimated $131K sold.

Independent Advisor Alliance first reported a position in ETW in Q4 2024 and held it in 2 quarters. The position peaked at $1.86M in Q4 2024. 176 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

Independent Advisor Alliance reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 14,877 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2026, an estimated $131K.
Independent Advisor Alliance first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $1.86M 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 Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.