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

Sowell Financial Services’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	$176K	Buy	18,259 +378	+2%	+$3.53K	0.01%	1102
2026 Q1	$157K	Buy	17,881 +384	+2%	+$3.54K	0.01%	1071
2025 Q4	$161K	Buy	17,497 +376	+2%	+$3.42K	0.01%	1055
2025 Q3	$155K	Buy	17,121 +379	+2%	+$3.35K	0.01%	1017
2025 Q2	$145K	Sell	16,742 -896	-5%	-$7.35K	0.01%	994
2025 Q1	$146K	Buy	+17,638	New	+$149K	0.01%	956
2023 Q2	–	Sell	-16,541	Closed	-$134K	–	635
2023 Q1	$134K	Buy	+16,541	New	+$133K	0.01%	719
2021 Q2	–	Sell	-17,198	Closed	-$185K	–	1182
2021 Q1	$185K	Buy	17,198 +21	+0.1%	+$207	0.01%	1091
2020 Q4	$166K	Buy	17,177 +688	+4%	+$6.28K	0.01%	926
2020 Q3	$141K	Buy	16,489 +437	+3%	+$3.86K	0.01%	855
2020 Q2	$139K	Buy	16,052 +6,766	+73%	+$55K	0.01%	860
2020 Q1	$69K	Buy	+9,286	New	+$86.8K	0.01%	944

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

Sowell Financial Services's ETW Position: Q2 2026 in Review

Sowell Financial Services increased its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 2.1% in Q2 2026, buying an estimated $3.53K and bringing the position to 18,259 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #1102.

Sowell Financial Services first reported a position in ETW in Q1 2020 and has held it in 12 quarters since. The position peaked at $185K in Q1 2021. 175 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

Sowell Financial Services held 18,259 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $176K as of Q2 2026.
Sowell Financial Services bought 378 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2026, an estimated $3.53K.
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1102 holding.
Sowell Financial Services first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2020 and has held it in 12 quarters since.
Sowell Financial Services's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $185K in Q1 2021.
175 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.