IFG
ETW

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

Independent Financial Group’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
2024
Q4 		– Sell
-32,313
Closed -$280K – 1185
2024
Q3 		$280K Sell
32,313
-18,767
-37% -$156K 0.01% 904
2024
Q2 		$422K Buy
+51,080
New +$414K 0.02% 670

Other funds holding ETW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Financial Group's ETW Position: Q4 2024 in Review

Independent Financial Group sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2024, closing a stake of 32,313 shares — an estimated $280K sold.

Independent Financial Group first reported a position in ETW in Q2 2024 and held it in 2 quarters. The position peaked at $422K in Q2 2024. 160 funds tracked by Wall St. Rank hold ETW as of Q4 2024.

  • Independent Financial Group reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 32,313 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2024, an estimated $280K.
  • Independent Financial Group first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2024 and held it in 2 quarters.
  • Independent Financial Group's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $422K in Q2 2024.
  • 160 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.