WAM
ETW

Worth Asset Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Worth Asset Management’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 		$153K Hold
15,870
– – 0.05% 207
2026
Q1 		$139K Hold
15,870
– – 0.05% 181
2025
Q4 		$146K Hold
15,870
– – 0.06% 153
2025
Q3 		$144K Hold
15,870
– – 0.06% 169
2025
Q2 		$137K Hold
15,870
– – 0.07% 142
2025
Q1 		$131K Hold
15,870
– – 0.07% 132
2024
Q4 		$134K Hold
15,870
– – 0.07% 136
2024
Q3 		$138K Hold
15,870
– – 0.07% 130
2024
Q2 		$131K Hold
15,870
– – 0.08% 126
2024
Q1 		$130K Hold
15,870
– – 0.08% 113
2023
Q4 		$123K Hold
15,870
– – 0.09% 103
2023
Q3 		$121K Buy
15,870
+6,020
+61% +$48.3K 0.1% 88
2023
Q2 		$81K Buy
9,850
+3,700
+60% +$30K 0.06% 152
2023
Q1 		$49.7K Buy
+6,150
New +$49.3K 0.04% 180
2022
Q2 		– Sell
-4,020
Closed -$33K – 546
2022
Q1 		$33K Buy
+4,020
New +$42K 0.02% 253

Other funds holding ETW

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Worth Asset Management's ETW Position: Q2 2026 in Review

Worth Asset Management held its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) position steady in Q2 2026 at 15,870 shares worth $153K. The position accounts for 0.05% of the portfolio, ranked #207.

Worth Asset Management first reported a position in ETW in Q1 2022 and has held it in 15 quarters since. 24 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

  • Worth Asset Management held 15,870 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $153K as of Q2 2026.
  • Worth Asset Management 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 0.05% of Worth Asset Management's portfolio in Q2 2026, its #207 holding.
  • Worth Asset Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q1 2022 and has held it in 15 quarters since.
  • 24 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.