SFG
ETW

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

Stonebridge Financial Group’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 		$406K Buy
+42,195
New +$394K 0.06% 195

Other funds holding ETW

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stonebridge Financial Group's ETW Position: Q2 2026 in Review

Stonebridge Financial Group opened a new position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2026: 42,195 shares worth $406K. The stake represents 0.06% of the portfolio and ranks #195 among its holdings.

164 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

  • Stonebridge Financial Group held 42,195 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $406K as of Q2 2026.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund was a new Stonebridge Financial Group position in Q2 2026.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.06% of Stonebridge Financial Group's portfolio in Q2 2026, its #195 holding.
  • 164 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.