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

Summit Financial’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	$260K	Buy	26,994 +37	+0.1%	+$346	﹤0.01%	1399
2026 Q1	$237K	Sell	26,957 -476	-2%	-$4.39K	﹤0.01%	1287
2025 Q4	$253K	Sell	27,433 -2,734	-9%	-$24.8K	﹤0.01%	1146
2025 Q3	$273K	Buy	30,167 +2,866	+10%	+$25.4K	﹤0.01%	1091
2025 Q2	$236K	Buy	+27,301	New	+$224K	0.01%	746

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

Summit Financial's ETW Position: Q2 2026 in Review

Summit Financial increased its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 0.14% in Q2 2026, buying an estimated $346 and bringing the position to 26,994 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Summit Financial first reported a position in ETW in Q2 2025 and has held it in 5 quarters since. The position peaked at $273K in Q3 2025. 176 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

Summit Financial held 26,994 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $260K as of Q2 2026.
Summit Financial bought 37 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2026, an estimated $346.
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1399 holding.
Summit Financial first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
Summit Financial's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $273K in Q3 2025.
176 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.