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

Modern Wealth Management’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	$183K	Buy	18,953 +50	+0.3%	+$467	﹤0.01%	1046
2026 Q1	$169K	Buy	18,903 +50	+0.3%	+$461	﹤0.01%	848
2025 Q4	$174K	Buy	18,853 +49	+0.3%	+$445	﹤0.01%	818
2025 Q3	$170K	Buy	18,804 +50	+0.3%	+$443	﹤0.01%	774
2025 Q2	$162K	Sell	18,754 -580	-3%	-$4.76K	﹤0.01%	749
2025 Q1	$160K	Buy	19,334 +50	+0.3%	+$424	0.01%	654
2024 Q4	$162K	Buy	19,284 +48	+0.2%	+$411	0.01%	560
2024 Q3	$167K	Buy	19,236 +48	+0.3%	+$399	0.01%	419
2024 Q2	$159K	Buy	+19,188	New	+$155K	0.01%	390

Other funds holding ETW

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 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

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

KIM

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

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

Modern Wealth Management's ETW Position: Q2 2026 in Review

Modern Wealth Management increased its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 0.26% in Q2 2026, buying an estimated $467 and bringing the position to 18,953 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Modern Wealth Management first reported a position in ETW in Q2 2024 and has held it in 9 quarters since. 175 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

Modern Wealth Management held 18,953 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $183K as of Q2 2026.
Modern Wealth Management bought 50 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2026, an estimated $467.
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1046 holding.
Modern Wealth Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2024 and has held it in 9 quarters since.
175 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.