AssetMark Inc
ETW

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

AssetMark Inc’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 		$10.6K Buy
+1,095
New +$10.2K ﹤0.01% 2426
2025
Q1 		– Sell
-600
Closed -$5.05K – 2661
2024
Q4 		$5.05K Buy
+600
New +$5.14K ﹤0.01% 1926

Other funds holding ETW

GC
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc's ETW Position: Q2 2026 in Review

AssetMark Inc opened a new position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) in Q2 2026: 1,095 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #2426 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in ETW as recently as Q4 2024.

AssetMark Inc first reported a position in ETW in Q4 2024 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

  • AssetMark Inc held 1,095 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $10.6K as of Q2 2026.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund was a new AssetMark Inc position in Q2 2026.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2426 holding.
  • AssetMark Inc first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2024 and has held it in 2 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 AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.