JPLA
ETW

Joseph P. Lucia & Associates’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Joseph P. Lucia & Associates’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 		$519K Buy
53,806
+628
+1% +$5.87K 0.16% 109
2026
Q1 		$467K Buy
53,178
+388
+0.7% +$3.58K 0.17% 110
2025
Q4 		$487K Sell
52,790
-3,054
-5% -$27.8K 0.18% 103
2025
Q3 		$505K Sell
55,844
-6,576
-11% -$58.2K 0.19% 101
2025
Q2 		$540K Buy
62,420
+702
+1% +$5.76K 0.22% 89
2025
Q1 		$509K Buy
61,718
+423
+0.7% +$3.58K 0.23% 84
2024
Q4 		$516K Buy
61,295
+410
+0.7% +$3.51K 0.23% 83
2024
Q3 		$528K Sell
60,885
-5,598
-8% -$46.5K 0.24% 80
2024
Q2 		$550K Buy
66,483
+410
+0.6% +$3.32K 0.28% 74
2024
Q1 		$542K Buy
66,073
+476
+0.7% +$3.78K 0.29% 70
2023
Q4 		$510K Sell
65,597
-1,384
-2% -$10.5K 0.32% 69
2023
Q3 		$512K Buy
66,981
+331
+0.5% +$2.66K 0.36% 65
2023
Q2 		$548K Sell
66,650
-3,532
-5% -$28.7K 0.37% 65
2023
Q1 		$567K Sell
70,182
-500
-0.7% -$4.01K 0.4% 62
2022
Q4 		$602K Buy
+70,682
New +$575K 0.45% 56

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

Joseph P. Lucia & Associates's ETW Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 1.2% in Q2 2026, buying an estimated $5.87K and bringing the position to 53,806 shares worth $519K. The position accounts for 0.16% of the portfolio, ranked #109.

Joseph P. Lucia & Associates first reported a position in ETW in Q4 2022 and has held it in 15 quarters since. The position peaked at $602K in Q4 2022. 175 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

  • Joseph P. Lucia & Associates held 53,806 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $519K as of Q2 2026.
  • Joseph P. Lucia & Associates bought 628 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2026, an estimated $5.87K.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up 0.16% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #109 holding.
  • Joseph P. Lucia & Associates first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q4 2022 and has held it in 15 quarters since.
  • Joseph P. Lucia & Associates's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $602K in Q4 2022.
  • 175 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.