SWA
ETW

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

SOA 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
Q2 		$6.69K Buy
694
+14
+2% +$131 ﹤0.01% 670
2026
Q1 		$5.97K Buy
680
+15
+2% +$138 ﹤0.01% 642
2025
Q4 		$6.13K Buy
665
+14
+2% +$127 ﹤0.01% 648
2025
Q3 		$5.89K Buy
651
+14
+2% +$124 ﹤0.01% 659
2025
Q2 		$5.51K Buy
637
+15
+2% +$123 ﹤0.01% 646
2025
Q1 		$5.13K Buy
622
+15
+2% +$127 ﹤0.01% 631
2024
Q4 		$5.11K Buy
607
+14
+2% +$120 ﹤0.01% 618
2024
Q3 		$5.15K Buy
593
+14
+2% +$116 ﹤0.01% 601
2024
Q2 		$4.79K Sell
579
-1,236
-68% -$10K ﹤0.01% 608
2024
Q1 		$14.9K Buy
1,815
+16
+0.9% +$127 ﹤0.01% 484
2023
Q4 		$14K Buy
1,799
+12
+0.7% +$91 ﹤0.01% 483
2023
Q3 		$13.6K Sell
1,787
-513
-22% -$4.12K ﹤0.01% 482
2023
Q2 		$18.9K Buy
2,300
+22
+1% +$179 ﹤0.01% 441
2023
Q1 		$18.4K Buy
2,278
+22
+1% +$176 ﹤0.01% 438
2022
Q4 		$17.5K Buy
2,256
+25
+1% +$203 ﹤0.01% 428
2022
Q3 		$16K Buy
2,231
+24
+1% +$210 ﹤0.01% 427
2022
Q2 		$18K Buy
2,207
+22
+1% +$197 0.01% 401
2022
Q1 		$22K Buy
2,185
+19
+0.9% +$198 0.01% 448
2021
Q4 		$24K Buy
2,166
+18
+0.8% +$198 0.01% 416
2021
Q3 		$23K Buy
2,148
+17
+0.8% +$189 0.01% 430
2021
Q2 		$23K Buy
2,131
+18
+0.9% +$195 0.01% 432
2021
Q1 		$21K Buy
2,113
+6
+0.3% +$59 0.01% 394
2020
Q4 		$20K Buy
+2,107
New +$19.2K 0.01% 403

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

SOA Wealth Advisors's ETW Position: Q2 2026 in Review

SOA Wealth Advisors increased its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 2.1% in Q2 2026, buying an estimated $131 and bringing the position to 694 shares worth $6.69K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

SOA Wealth Advisors first reported a position in ETW in Q4 2020 and has held it in 23 quarters since. The position peaked at $24K in Q4 2021. 176 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

  • SOA Wealth Advisors held 694 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $6.69K as of Q2 2026.
  • SOA Wealth Advisors bought 14 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2026, an estimated $131.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #670 holding.
  • SOA Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $24K in Q4 2021.
  • 176 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.