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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
2026
Q3 		$95.4K Buy
+10,043
New +$96.9K ﹤0.01% 1549
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

RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's ETW Position: Q3 2026 in Review

Independent Financial Group opened a new position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2026: 10,043 shares worth $95.4K. The stake represents ﹤0.01% of the portfolio and ranks #1549 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in ETW as recently as Q3 2024.

Independent Financial Group first reported a position in ETW in Q2 2024 and has held it in 3 quarters since. The position peaked at $422K in Q2 2024. 16 funds tracked by Wall St. Rank hold ETW as of Q3 2026.

  • Independent Financial Group held 10,043 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $95.4K as of Q3 2026.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund was a new Independent Financial Group position in Q3 2026.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1549 holding.
  • Independent Financial Group first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2024 and has held it in 3 quarters since.
  • Independent Financial Group's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $422K in Q2 2024.
  • 16 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.