IAA
ETW

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
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

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Advisor Alliance's ETW Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q1 2026: 14,877 shares worth $131K. The stake represents ﹤0.01% of the portfolio and ranks #1528 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in ETW as recently as Q4 2024.

Independent Advisor Alliance first reported a position in ETW in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.86M in Q4 2024. 169 funds tracked by Wall St. Rank hold ETW as of Q1 2026.

  • Independent Advisor Alliance held 14,877 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $131K as of Q1 2026.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund was a new Independent Advisor Alliance position in Q1 2026.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1528 holding.
  • Independent Advisor Alliance first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2024 and has held it in 2 quarters since.
  • Independent Advisor Alliance's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $1.86M in Q4 2024.
  • 169 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.