Genesis Financial Group’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Genesis Financial Group’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	$434K	Buy	45,071 +529	+1%	+$4.94K	0.28%	62
2026 Q1	$391K	Buy	44,542 +1,161	+3%	+$10.7K	0.25%	71
2025 Q4	$400K	Buy	+43,381	New	+$394K	0.23%	74

Other funds holding ETW

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Genesis Financial Group's ETW Position: Q2 2026 in Review

Genesis Financial Group increased its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 1.2% in Q2 2026, buying an estimated $4.94K and bringing the position to 45,071 shares worth $434K. The position accounts for 0.28% of the portfolio, ranked #62.

Genesis Financial Group 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.

Genesis Financial Group held 45,071 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $434K as of Q2 2026.
Genesis Financial Group bought 529 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2026, an estimated $4.94K.
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.28% of Genesis Financial Group's portfolio in Q2 2026, its #62 holding.
Genesis Financial Group 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 Genesis Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.