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

Summit Investment Advisory 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
2025 Q3	–	Sell	-22,362	Closed	-$193K	–	77
2025 Q2	$193K	Buy	22,362 +524	+2%	+$4.3K	0.08%	69
2025 Q1	$180K	Buy	21,838 +510	+2%	+$4.32K	0.09%	66
2024 Q4	$180K	Buy	21,328 +493	+2%	+$4.22K	0.09%	69
2024 Q3	$181K	Buy	+20,835	New	+$173K	0.1%	70
2024 Q2	–	Sell	-19,859	Closed	-$163K	–	55
2024 Q1	$163K	Buy	19,859 +572	+3%	+$4.54K	0.1%	67
2023 Q4	$150K	Buy	19,287 +298	+2%	+$2.25K	0.09%	63
2023 Q3	$145K	Buy	18,989 +409	+2%	+$3.28K	0.11%	53
2023 Q2	$153K	Buy	18,580 +393	+2%	+$3.19K	0.1%	56
2023 Q1	$147K	Buy	18,187 +388	+2%	+$3.11K	0.1%	52
2022 Q4	$138K	Buy	+17,799	New	+$145K	0.17%	50

Other funds holding ETW

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

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

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

PCM

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

Summit Investment Advisory Services's ETW Position: Q3 2025 in Review

Summit Investment Advisory Services sold out of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q3 2025, closing a stake of 22,362 shares — an estimated $193K sold.

Summit Investment Advisory Services first reported a position in ETW in Q4 2022 and held it in 10 quarters. The position peaked at $193K in Q2 2025. 165 funds tracked by Wall St. Rank hold ETW as of Q3 2025.

Summit Investment Advisory Services reported no remaining Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Summit Investment Advisory Services sold 22,362 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q3 2025, an estimated $193K.
Summit Investment Advisory Services first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2022 and held it in 10 quarters.
Summit Investment Advisory Services's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $193K in Q2 2025.
165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2025.

Based on Summit Investment Advisory Services's 13F filing for Q3 2025, filed 3 Nov 2025.