VSM Wealth Advisory’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

VSM Wealth Advisory’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	$120K	Hold	12,499	–	–	0.03%	146
2026 Q1	$110K	Buy	+12,499	New	+$115K	0.03%	149
2025 Q4	–	Sell	-12,067	Closed	-$109K	–	466
2025 Q3	$109K	Buy	12,067 +114	+1%	+$1.01K	0.03%	127
2025 Q2	$103K	Buy	11,953 +325	+3%	+$2.67K	0.03%	135
2025 Q1	$95.9K	Buy	11,628 +24	+0.2%	+$203	0.03%	131
2024 Q4	$97.7K	Buy	+11,604	New	+$99.3K	0.03%	136

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

VSM Wealth Advisory's ETW Position: Q2 2026 in Review

VSM Wealth Advisory held its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) position steady in Q2 2026 at 12,499 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #146.

VSM Wealth Advisory first reported a position in ETW in Q4 2024 and has held it in 6 quarters since. 176 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

VSM Wealth Advisory held 12,499 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $120K as of Q2 2026.
VSM Wealth Advisory left its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.03% of VSM Wealth Advisory's portfolio in Q2 2026, its #146 holding.
VSM Wealth Advisory first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
176 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.