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 Q3	$118K	Hold	12,499	–	–	0.03%	115
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

VSM Wealth Advisory's ETW Position: Q3 2026 in Review

VSM Wealth Advisory held its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) position steady in Q3 2026 at 12,499 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #115.

VSM Wealth Advisory first reported a position in ETW in Q4 2024 and has held it in 7 quarters since. The position peaked at $120K in Q2 2026. 142 funds tracked by Wall St. Rank hold ETW as of Q3 2026.

VSM Wealth Advisory held 12,499 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $118K as of Q3 2026.
VSM Wealth Advisory left its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund share count unchanged in Q3 2026.
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.03% of VSM Wealth Advisory's portfolio in Q3 2026, its #115 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 7 quarters since.
VSM Wealth Advisory's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $120K in Q2 2026.
142 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q3 2026.

Based on VSM Wealth Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.