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Kestra Private Wealth Services’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History

Kestra Private Wealth Services’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 		$213K Sell
22,071
-4,119
-16% -$38.5K ﹤0.01% 1675
2026
Q1 		$230K Buy
26,190
+158
+0.6% +$1.46K ﹤0.01% 1578
2025
Q4 		$240K Sell
26,032
-1,671
-6% -$15.2K ﹤0.01% 1532
2025
Q3 		$251K Buy
27,703
+159
+0.6% +$1.41K ﹤0.01% 1454
2025
Q2 		$238K Buy
27,544
+6,914
+34% +$56.7K ﹤0.01% 1419
2025
Q1 		$170K Sell
20,630
-856
-4% -$7.25K ﹤0.01% 1409
2024
Q4 		$181K Buy
+21,486
New +$184K ﹤0.01% 1330
2023
Q4 		– Sell
-13,330
Closed -$102K – 1244
2023
Q3 		$102K Buy
13,330
+257
+2% +$2.06K ﹤0.01% 1083
2023
Q2 		$107K Buy
13,073
+246
+2% +$2K ﹤0.01% 1005
2023
Q1 		$104K Buy
12,827
+244
+2% +$1.96K ﹤0.01% 980
2022
Q4 		$97.6K Buy
12,583
+254
+2% +$2.07K ﹤0.01% 851
2022
Q3 		$93K Buy
12,329
+273
+2% +$2.39K 0.01% 840
2022
Q2 		$100K Buy
12,056
+257
+2% +$2.31K 0.01% 849
2022
Q1 		$120K Buy
11,799
+219
+2% +$2.29K 0.01% 921
2021
Q4 		$130K Buy
11,580
+197
+2% +$2.17K 0.01% 951
2021
Q3 		$123K Buy
11,383
+192
+2% +$2.13K 0.01% 890
2021
Q2 		$122K Buy
+11,191
New +$121K 0.01% 850

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

Kestra Private Wealth Services's ETW Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) stake by 16% in Q2 2026, selling an estimated $38.5K and leaving 22,071 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1675.

Kestra Private Wealth Services first reported a position in ETW in Q2 2021 and has held it in 17 quarters since. The position peaked at $251K in Q3 2025. 176 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

  • Kestra Private Wealth Services held 22,071 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $213K as of Q2 2026.
  • Kestra Private Wealth Services sold 4,119 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund shares in Q2 2026, an estimated $38.5K.
  • Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1675 holding.
  • Kestra Private Wealth Services first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2021 and has held it in 17 quarters since.
  • Kestra Private Wealth Services's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $251K in Q3 2025.
  • 176 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.