KWM
ETW

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

Kingsview Wealth Management’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 		$110K Hold
11,359
– – ﹤0.01% 1389
2026
Q1 		$99.7K Hold
11,359
– – ﹤0.01% 1296
2025
Q4 		$105K Sell
11,359
-653
-5% -$5.93K ﹤0.01% 1212
2025
Q3 		$109K Sell
12,012
-830
-6% -$7.35K ﹤0.01% 1174
2025
Q2 		$111K Hold
12,842
– – ﹤0.01% 1137
2025
Q1 		$106K Hold
12,842
– – ﹤0.01% 1065
2024
Q4 		$108K Sell
12,842
-1,280
-9% -$11K ﹤0.01% 1078
2024
Q3 		$123K Hold
14,122
– – ﹤0.01% 1064
2024
Q2 		$117K Hold
14,122
– – ﹤0.01% 1019
2024
Q1 		$116K Sell
14,122
-516
-4% -$4.1K ﹤0.01% 993
2023
Q4 		$114K Sell
14,638
-94
-0.6% -$711 ﹤0.01% 926
2023
Q3 		$113K Sell
14,732
-3,193
-18% -$25.6K ﹤0.01% 912
2023
Q2 		$147K Sell
17,925
-25
-0.1% -$203 0.01% 870
2023
Q1 		$145K Sell
17,950
-5,032
-22% -$40.3K 0.01% 843
2022
Q4 		$178K Sell
22,982
-16
-0.1% -$130 0.01% 801
2022
Q3 		$174K Hold
22,998
– – 0.01% 771
2022
Q2 		$191K Sell
22,998
-63
-0.3% -$565 0.01% 770
2022
Q1 		$235K Sell
23,061
-32
-0.1% -$334 0.01% 770
2021
Q4 		$258K Sell
23,093
-5
-0% -$55 0.01% 785
2021
Q3 		$250K Buy
23,098
+1,423
+7% +$15.8K 0.01% 735
2021
Q2 		$237K Buy
21,675
+4,834
+29% +$52.4K 0.01% 778
2021
Q1 		$174K Buy
16,841
+5,178
+44% +$51.1K 0.01% 780
2020
Q4 		$113K Buy
11,663
+321
+3% +$2.93K 0.01% 678
2020
Q3 		$97K Sell
11,342
-196
-2% -$1.73K 0.01% 589
2020
Q2 		$100K Buy
+11,538
New +$93.7K 0.01% 553

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

Kingsview Wealth Management's ETW Position: Q2 2026 in Review

Kingsview Wealth Management held its Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) position steady in Q2 2026 at 11,359 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Kingsview Wealth Management first reported a position in ETW in Q2 2020 and has held it in 25 quarters since. The position peaked at $258K in Q4 2021. 176 funds tracked by Wall St. Rank hold ETW as of Q2 2026.

  • Kingsview Wealth Management held 11,359 shares of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund worth $110K as of Q2 2026.
  • Kingsview Wealth Management 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 Kingsview Wealth Management's portfolio in Q2 2026, its #1389 holding.
  • Kingsview Wealth Management first reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in Q2 2020 and has held it in 25 quarters since.
  • Kingsview Wealth Management's Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund position peaked at $258K in Q4 2021.
  • 176 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.