Focus Partners Wealth
ETW icon

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

Focus Partners Wealth’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
15,920
– – ﹤0.01% 2561
2026
Q1 		$140K Sell
15,920
-429
-3% -$3.95K ﹤0.01% 2472
2025
Q4 		$151K Buy
+16,349
New +$149K ﹤0.01% 2495

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

Focus Partners Wealth's ETW Position: Q2 2026 in Review

Focus Partners Wealth held its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) position steady in Q2 2026 at 15,920 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #2561.

Focus Partners Wealth first reported a position in ETW in Q4 2025 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

  • Focus Partners Wealth held 15,920 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $153K as of Q2 2026.
  • Focus Partners Wealth 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 ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2561 holding.
  • Focus Partners Wealth first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2025 and has held it in 3 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.