IWC
ETW

Integrated Wealth Concepts’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Integrated Wealth Concepts’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 		$110K Buy
11,397
+75
+0.7% +$701 ﹤0.01% 2307
2026
Q1 		$99.4K Buy
11,322
+820
+8% +$7.56K ﹤0.01% 2177
2025
Q4 		$96.8K Sell
10,502
-820
-7% -$7.45K ﹤0.01% 1565
2025
Q3 		$102K Hold
11,322
– – ﹤0.01% 1913
2025
Q2 		$97.9K Buy
11,322
+5
+0% +$41 ﹤0.01% 1830
2025
Q1 		$93.4K Buy
11,317
+7
+0.1% +$59 ﹤0.01% 1679
2024
Q4 		$95.2K Buy
11,310
+6
+0.1% +$51 ﹤0.01% 1656
2024
Q3 		$98.1K Buy
11,304
+7
+0.1% +$58 ﹤0.01% 1610
2024
Q2 		$93.4K Buy
11,297
+6
+0.1% +$49 ﹤0.01% 1581
2024
Q1 		$92.6K Sell
11,291
-67
-0.6% -$532 ﹤0.01% 1584
2023
Q4 		$88.3K Sell
11,358
-119
-1% -$900 ﹤0.01% 1532
2023
Q3 		$87.7K Buy
11,477
+205
+2% +$1.65K ﹤0.01% 1491
2023
Q2 		$92.7K Buy
11,272
+243
+2% +$1.97K ﹤0.01% 1495
2023
Q1 		$89K Buy
+11,029
New +$88.4K ﹤0.01% 1282

Other funds holding ETW

GC
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrated Wealth Concepts's ETW Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 0.66% in Q2 2026, buying an estimated $701 and bringing the position to 11,397 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #2307.

Integrated Wealth Concepts first reported a position in ETW in Q1 2023 and has held it in 14 quarters since. 176 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

  • Integrated Wealth Concepts held 11,397 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $110K as of Q2 2026.
  • Integrated Wealth Concepts bought 75 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2026, an estimated $701.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2307 holding.
  • Integrated Wealth Concepts first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2023 and has held it in 14 quarters since.
  • 176 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.