SFGLC
ETW

Stonebridge Financial Group, LLC/CA’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$406K Buy
+42,195
New +$394K 0.06% 195

Other funds holding ETW

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's ETW Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2026: 42,195 shares worth $406K. The stake represents 0.06% of the portfolio and ranks #195 among its holdings.

139 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 42,195 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $406K as of Q2 2026.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.06% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #195 holding.
  • 139 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.