Creative Planning
ETB

Creative Planning’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History

Creative Planning’s Portfolio ETB Stock Details ETB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$290K Buy
20,121
+525
+3% +$7.97K ﹤0.01% 3455
2025
Q4 		$299K Buy
19,596
+1,750
+10% +$26.5K ﹤0.01% 3239
2025
Q3 		$268K Buy
17,846
+250
+1% +$3.68K ﹤0.01% 3237
2025
Q2 		$254K Sell
17,596
-576
-3% -$7.84K ﹤0.01% 3042
2025
Q1 		$248K Buy
18,172
+12
+0.1% +$175 ﹤0.01% 2896
2024
Q4 		$272K Buy
18,160
+12
+0.1% +$177 ﹤0.01% 2740
2024
Q3 		$262K Sell
18,148
-435
-2% -$6.13K ﹤0.01% 2634
2024
Q2 		$262K Sell
18,583
-860
-4% -$11.7K ﹤0.01% 2471
2024
Q1 		$265K Buy
19,443
+582
+3% +$7.74K ﹤0.01% 2350
2023
Q4 		$245K Buy
18,861
+1,286
+7% +$16.3K ﹤0.01% 2254
2023
Q3 		$222K Buy
+17,575
New +$236K ﹤0.01% 2168
2017
Q3 		– Sell
-2,928
Closed -$48K – 2436
2017
Q2 		$48K Hold
2,928
– – ﹤0.01% 2537
2017
Q1 		$48K Hold
2,928
– – ﹤0.01% 2500
2016
Q4 		$48K Hold
2,928
– – ﹤0.01% 2416
2016
Q3 		$48K Hold
2,928
– – ﹤0.01% 2393
2016
Q2 		$48K Hold
2,928
– – ﹤0.01% 2157
2016
Q1 		$47K Buy
+2,928
New +$44.8K ﹤0.01% 2143
2015
Q1 		– Sell
-1,000
Closed -$16K – 4265
2014
Q4 		$16K Buy
+1,000
New +$15.8K ﹤0.01% 2811
2013
Q4 		– Sell
-6,000
Closed -$86K – 3351
2013
Q3 		$86K Sell
6,000
-500
-8% -$7.49K ﹤0.01% 1201
2013
Q2 		$94K Buy
+6,500
New +$96.6K ﹤0.01% 1023

Other funds holding ETB

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creative Planning's ETB Position: Q1 2026 in Review

Creative Planning increased its Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) stake by 2.7% in Q1 2026, buying an estimated $7.97K and bringing the position to 20,121 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #3455.

Creative Planning first reported a position in ETB in Q2 2013 and has held it in 20 quarters since. The position peaked at $299K in Q4 2025. 92 funds tracked by Wall St. Rank hold ETB as of Q1 2026.

  • Creative Planning held 20,121 shares of Eaton Vance Tax-Managed Buy-Write Income Fund worth $290K as of Q1 2026.
  • Creative Planning bought 525 Eaton Vance Tax-Managed Buy-Write Income Fund shares in Q1 2026, an estimated $7.97K.
  • Eaton Vance Tax-Managed Buy-Write Income Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3455 holding.
  • Creative Planning first reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund in Q2 2013 and has held it in 20 quarters since.
  • Creative Planning's Eaton Vance Tax-Managed Buy-Write Income Fund position peaked at $299K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Income Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.