MWA
ETW

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

Medallion Wealth 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
2026
Q1 		$498K Buy
56,719
+411
+0.7% +$3.79K 0.16% 129
2025
Q4 		$519K Sell
56,308
-547
-1% -$4.97K 0.17% 121
2025
Q3 		$515K Sell
56,855
-1,350
-2% -$11.9K 0.18% 120
2025
Q2 		$504K Buy
58,205
+2,171
+4% +$17.8K 0.19% 118
2025
Q1 		$462K Buy
56,034
+2,500
+5% +$21.2K 0.21% 110
2024
Q4 		$443K Buy
+53,534
New +$458K 0.22% 102

Other funds holding ETW

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Medallion Wealth Advisors's ETW Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 0.73% in Q1 2026, buying an estimated $3.79K and bringing the position to 56,719 shares worth $498K. The position accounts for 0.16% of the portfolio, ranked #129.

Medallion Wealth Advisors first reported a position in ETW in Q4 2024 and has held it in 6 quarters since. The position peaked at $519K in Q4 2025. 169 funds tracked by Wall St. Rank hold ETW as of Q1 2026.

  • Medallion Wealth Advisors held 56,719 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $498K as of Q1 2026.
  • Medallion Wealth Advisors bought 411 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2026, an estimated $3.79K.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.16% of Medallion Wealth Advisors's portfolio in Q1 2026, its #129 holding.
  • Medallion Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $519K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.