UBS Group
ETW

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

UBS 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
Q1 		$4.25M Buy
484,229
+5,938
+1% +$54.7K ﹤0.01% 4236
2025
Q4 		$4.41M Sell
478,291
-38,425
-7% -$349K ﹤0.01% 4158
2025
Q3 		$4.68M Sell
516,716
-40,132
-7% -$355K ﹤0.01% 4111
2025
Q2 		$4.82M Sell
556,848
-155,774
-22% -$1.28M ﹤0.01% 3931
2025
Q1 		$5.88M Buy
712,622
+31,214
+5% +$264K ﹤0.01% 3618
2024
Q4 		$5.74M Sell
681,408
-2,627
-0.4% -$22.5K ﹤0.01% 3679
2024
Q3 		$5.94M Buy
684,035
+86,719
+15% +$720K ﹤0.01% 2897
2024
Q2 		$4.94M Buy
597,316
+25,697
+4% +$208K ﹤0.01% 2886
2024
Q1 		$4.69M Sell
571,619
-30,214
-5% -$240K ﹤0.01% 3046
2023
Q4 		$4.68M Sell
601,833
-25,769
-4% -$195K ﹤0.01% 2864
2023
Q3 		$4.79M Buy
627,602
+8,526
+1% +$68.5K ﹤0.01% 2610
2023
Q2 		$5.09M Buy
619,076
+14,445
+2% +$117K ﹤0.01% 2573
2023
Q1 		$4.89M Buy
604,631
+11,805
+2% +$94.6K ﹤0.01% 2543
2022
Q4 		$4.6M Buy
592,826
+71,938
+14% +$585K ﹤0.01% 2585
2022
Q3 		$3.94M Buy
520,888
+152,747
+41% +$1.34M ﹤0.01% 2572
2022
Q2 		$3.06M Sell
368,141
-21,930
-6% -$197K ﹤0.01% 2779
2022
Q1 		$3.98M Sell
390,071
-56,788
-13% -$593K ﹤0.01% 2764
2021
Q4 		$5M Buy
446,859
+13,415
+3% +$148K ﹤0.01% 2818
2021
Q3 		$4.68M Sell
433,444
-9,899
-2% -$110K ﹤0.01% 2733
2021
Q2 		$4.83M Buy
443,343
+17,995
+4% +$195K ﹤0.01% 2721
2021
Q1 		$4.39M Sell
425,348
-77,035
-15% -$760K ﹤0.01% 2757
2020
Q4 		$4.86M Sell
502,383
-78,229
-13% -$713K ﹤0.01% 2474
2020
Q3 		$4.96M Sell
580,612
-141,212
-20% -$1.25M ﹤0.01% 2216
2020
Q2 		$6.24M Sell
721,824
-183,237
-20% -$1.49M ﹤0.01% 1875
2020
Q1 		$6.75M Sell
905,061
-88,420
-9% -$827K ﹤0.01% 1681
2019
Q4 		$10.3M Buy
993,481
+38,358
+4% +$386K ﹤0.01% 1927
2019
Q3 		$9.23M Sell
955,123
-32,854
-3% -$316K ﹤0.01% 1831
2019
Q2 		$9.67M Buy
987,977
+34,708
+4% +$339K ﹤0.01% 1784
2019
Q1 		$9.31M Sell
953,269
-332,262
-26% -$3.23M ﹤0.01% 1728
2018
Q4 		$12.3M Sell
1,285,531
-172,062
-12% -$1.84M 0.01% 1416
2018
Q3 		$17.5M Sell
1,457,593
-28,989
-2% -$348K 0.01% 1302
2018
Q2 		$17.5M Sell
1,486,582
-35,610
-2% -$418K 0.01% 1271
2018
Q1 		$17.6M Buy
1,522,192
+18,354
+1% +$220K 0.01% 1247
2017
Q4 		$17.9M Buy
1,503,838
+101,018
+7% +$1.2M 0.01% 1271
2017
Q3 		$16.6M Buy
1,402,820
+68,257
+5% +$799K 0.01% 1226
2017
Q2 		$15.2M Buy
1,334,563
+143,536
+12% +$1.63M 0.01% 1229
2017
Q1 		$13M Buy
1,191,027
+102,993
+9% +$1.1M 0.01% 1297
2016
Q4 		$11M Buy
1,088,034
+64,205
+6% +$676K 0.01% 1426
2016
Q3 		$11.3M Buy
1,023,829
+153,816
+18% +$1.66M 0.01% 1325
2016
Q2 		$9.04M Buy
870,013
+91,083
+12% +$955K 0.01% 1456
2016
Q1 		$8.21M Buy
778,930
+84,104
+12% +$858K 0.01% 1463
2015
Q4 		$7.8M Sell
694,826
-443,269
-39% -$5.09M 0.01% 1592
2015
Q3 		$12.2M Buy
1,138,095
+105,361
+10% +$1.22M 0.01% 1228
2015
Q2 		$12.2M Buy
1,032,734
+315,506
+44% +$3.77M 0.01% 1320
2015
Q1 		$8.51M Sell
717,228
-349,996
-33% -$4.07M 0.01% 1597
2014
Q4 		$11.8M Buy
+1,067,224
New +$12.6M 0.01% 1385

Other funds holding ETW

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group's ETW Position: Q1 2026 in Review

UBS Group increased its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 1.2% in Q1 2026, buying an estimated $54.7K and bringing the position to 484,229 shares worth $4.25M. The position accounts for ﹤0.01% of the portfolio, ranked #4236.

UBS Group first reported a position in ETW in Q4 2014 and has held it in 46 quarters since. The position peaked at $17.9M in Q4 2017. 169 funds tracked by Wall St. Rank hold ETW as of Q1 2026.

  • UBS Group held 484,229 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $4.25M as of Q1 2026.
  • UBS Group bought 5,938 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2026, an estimated $54.7K.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4236 holding.
  • UBS Group first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $17.9M in Q4 2017.
  • 169 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.