Joseph P. Lucia & Associates, LLC
Position in ETW — Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
CIK 1775391
Yorktown Heights, NY
Position in ETW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$518,689
+$51,787 QoQ
Shares Held
53,806
+1.2% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#54
of 173 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Joseph P. Lucia & Associates, LLC holds $3,862,760 across 8 Asset Management names. ETW ranks #4 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIO |
KKR Income Opportunities Fund
|
100,022 | $1,126,247 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
38,985 | $924,334 | |
| 3 | BCAT |
BlackRock Capital Allocation Term Trust
|
33,547 | $534,403 | |
| 4 | ETW |
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
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|
53,806 | $518,689 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
6,855 | $206,815 | |
| 6 | UTG |
Reaves Utility Income Fund
|
4,913 | $200,057 | |
| 7 | PMM |
Franklin Managed Municipal Income Trust
|
27,636 | $180,739 | |
| 8 | DHY |
Credit Suisse High Yield Credit Fund
|
96,335 | $171,476 |
All Filings in ETW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518,689 | 53,806 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $466,902 | 53,178 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $486,723 | 52,790 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $505,388 | 55,844 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $539,933 | 62,420 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $509,173 | 61,718 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $516,103 | 61,295 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $528,481 | 60,885 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $549,814 | 66,483 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $541,798 | 66,073 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $509,688 | 65,597 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $511,734 | 66,981 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $547,863 | 66,650 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $567,070 | 70,182 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $548,492 | 70,682 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||