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

Jones Financial Companies’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	-132	Closed	-$1.18K	–	4463
2025 Q3	$1.18K	Sell	132 -115	-47%	-$1.02K	﹤0.01%	3852
2025 Q2	$2.12K	Buy	+247	New	+$2.03K	﹤0.01%	3452
2025 Q1	–	Sell	-1,400	Closed	-$11.8K	–	3758
2024 Q4	$11.8K	Buy	+1,400	New	+$12K	﹤0.01%	2458
2022 Q1	–	Sell	-5,695	Closed	-$64K	–	730
2021 Q4	$64K	Buy	+5,695	New	+$62.7K	﹤0.01%	339

Other funds holding ETW

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies's ETW Position: Q4 2025 in Review

Jones Financial Companies sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2025, closing a stake of 132 shares — an estimated $1.18K sold.

Jones Financial Companies first reported a position in ETW in Q4 2021 and held it in 4 quarters. The position peaked at $64K in Q4 2021. 173 funds tracked by Wall St. Rank hold ETW as of Q4 2025.

Jones Financial Companies reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Jones Financial Companies sold 132 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2025, an estimated $1.18K.
Jones Financial Companies first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2021 and held it in 4 quarters.
Jones Financial Companies's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $64K in Q4 2021.
173 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.