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Equibles

Creative Planning

Position in ETV — Eaton Vance Tax-Managed Buy-Write Opportunities Fund

CIK 1540235 OVERLAND PARK, KS
Back to ETV Full portfolio

Position in ETV

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$704,151
+$48,866 QoQ
Shares Held
47,322
-1.3% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 193 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ETV Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Creative Planning holds $559,880,439 across 178 Asset Management names. ETV ranks #72 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 436,815 $51,400,020
2 TROW
Price T Rowe Group Inc
 420,488 $47,805,280
3 BN
BROOKFIELD Corp /ON/
 885,994 $37,734,483
4 CGBD
Carlyle Secured Lending, Inc.
 3,086,927 $32,505,340
5 BLK
BlackRock, Inc.
 33,365 $32,082,448
6 BXSL
Blackstone Secured Lending Fund
 1,288,752 $30,556,309
7
452,530 $23,508,932
8 STT
State Street Corp
 137,249 $23,277,430

All Filings in ETV

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $704,151 47,322
2026-03-31 $655,285 47,936
2025-12-31 $686,278 47,791
2025-09-30 $680,024 47,721
2025-06-30 $602,207 43,418
2025-03-31 $580,936 43,977
2024-12-31 $636,273 44,155
2024-09-30 $629,183 45,593
2024-06-30 $621,383 45,456
2024-03-31 $600,495 46,442
2023-12-31 $565,071 45,829
2023-09-30 $370,399 30,944
2023-06-30 $397,330 31,090
2023-03-31 $147,076 11,645
2022-12-31 $148,870 12,123
2022-09-30 $163,362 12,423
2022-06-30 $167,834 12,423
2022-03-31 $727,314 46,563
2021-12-31 $740,477 44,234
2021-09-30 $608,835 38,076
2021-06-30 $558,159 34,285
2021-03-31 $591,020 38,155
2020-12-31 $478,659 31,183
2020-09-30 $442,504 31,996
2020-06-30 $373,996 26,487
2020-03-31 $446,473 37,021