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

Strategic Financial Concepts’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
2025 Q4	–	Sell	-10,300	Closed	-$93.2K	–	166
2025 Q3	$93.2K	Hold	10,300	–	–	0.01%	263
2025 Q2	$89.1K	Sell	10,300 -1,052	-9%	-$8.63K	0.01%	277
2025 Q1	$93.7K	Hold	11,352	–	–	0.02%	334
2024 Q4	$95.6K	Buy	11,352 +552	+5%	+$4.72K	0.02%	328
2024 Q3	$93.7K	Sell	10,800 -78,744	-88%	-$654K	0.03%	242
2024 Q2	$15.4K	Buy	89,544 +78,992	+749%	+$640K	0.01%	367
2024 Q1	$86.5K	Buy	+10,552	New	+$83.8K	0.02%	306

Other funds holding ETW

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Financial Concepts's ETW Position: Q4 2025 in Review

Strategic Financial Concepts sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q4 2025, closing a stake of 10,300 shares — an estimated $93.2K sold.

Strategic Financial Concepts first reported a position in ETW in Q1 2024 and held it in 7 quarters. The position peaked at $95.6K in Q4 2024. 173 funds tracked by Wall St. Rank hold ETW as of Q4 2025.

Strategic Financial Concepts reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Strategic Financial Concepts sold 10,300 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q4 2025, an estimated $93.2K.
Strategic Financial Concepts first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2024 and held it in 7 quarters.
Strategic Financial Concepts's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $95.6K in Q4 2024.
173 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.