GFG
ETW

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
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

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Genesis Financial Group's ETW Position: Q1 2026 in Review

Genesis Financial Group increased its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 2.7% in Q1 2026, buying an estimated $10.7K and bringing the position to 44,542 shares worth $391K. The position accounts for 0.25% of the portfolio, ranked #71.

Genesis Financial Group first reported a position in ETW in Q4 2025 and has held it in 2 quarters since. The position peaked at $400K in Q4 2025. 169 funds tracked by Wall St. Rank hold ETW as of Q1 2026.

  • Genesis Financial Group held 44,542 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $391K as of Q1 2026.
  • Genesis Financial Group bought 1,161 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q1 2026, an estimated $10.7K.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.25% of Genesis Financial Group's portfolio in Q1 2026, its #71 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 2 quarters since.
  • Genesis Financial Group's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $400K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q1 2026.

Based on Genesis Financial Group's 13F filing for Q1 2026, filed 18 May 2026.