Investment Planning Advisors’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Investment Planning Advisors’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
2025 Q4	–	Sell	-98,984	Closed	-$896K	–	96
2025 Q3	$896K	Sell	98,984 -8,127	-8%	-$71.9K	0.28%	37
2025 Q2	$927K	Sell	107,111 -13,882	-11%	-$114K	0.33%	31
2025 Q1	$998K	Sell	120,993 -63,310	-34%	-$536K	0.41%	30
2024 Q4	$1.55M	Buy	184,303 +1,246	+0.7%	+$10.7K	0.68%	26
2024 Q3	$1.51M	Hold	183,057	–	–	0.77%	26
2024 Q2	$1.51M	Buy	+183,057	New	+$1.48M	0.77%	26

Other funds holding ETW

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Investment Planning Advisors's ETW Position: Q4 2025 in Review

Investment Planning Advisors sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2025, closing a stake of 98,984 shares — an estimated $896K sold.

Investment Planning Advisors first reported a position in ETW in Q2 2024 and held it in 6 quarters. The position peaked at $1.55M in Q4 2024. 173 funds tracked by Wall St. Rank hold ETW as of Q4 2025.

Investment Planning Advisors reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Investment Planning Advisors sold 98,984 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2025, an estimated $896K.
Investment Planning Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2024 and held it in 6 quarters.
Investment Planning Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $1.55M in Q4 2024.
173 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2025.

Based on Investment Planning Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.