Creative Planning
Position in ETW — Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
CIK 1540235
OVERLAND PARK, KS
Position in ETW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$337,882
-$30,263 QoQ
Shares Held
35,050
-16.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 173 holders
Holding Since
Mar 2020
26 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, 2026Creative Planning holds $559,880,439 across 178 Asset Management names. ETW ranks #105 (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 ETW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,882 | 35,050 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $368,145 | 41,930 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $356,989 | 38,719 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $288,142 | 31,839 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $305,405 | 35,307 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $285,087 | 34,556 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $295,179 | 35,057 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $344,222 | 39,657 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $327,144 | 39,558 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $350,336 | 42,724 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $336,627 | 43,324 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $326,411 | 42,724 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $365,395 | 44,452 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $372,883 | 46,149 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $330,304 | 42,565 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $297,705 | 39,327 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $326,807 | 39,327 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $559,908 | 54,893 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $266,713 | 23,835 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $257,656 | 23,835 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $222,232 | 20,407 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $239,289 | 23,187 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $236,162 | 24,397 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $205,515 | 24,065 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $208,162 | 24,065 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $172,579 | 23,134 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||