Creative Planning
ETV

Creative Planning’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Creative Planning’s Portfolio ETV Stock Details ETV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$704K Sell
47,322
-614
-1% -$8.93K ﹤0.01% 2920
2026
Q1 		$655K Buy
47,936
+145
+0.3% +$2.09K ﹤0.01% 2813
2025
Q4 		$686K Buy
47,791
+70
+0.1% +$1K ﹤0.01% 2580
2025
Q3 		$680K Buy
47,721
+4,303
+10% +$60K ﹤0.01% 2458
2025
Q2 		$602K Sell
43,418
-559
-1% -$7.33K ﹤0.01% 2296
2025
Q1 		$581K Sell
43,977
-178
-0.4% -$2.5K ﹤0.01% 2152
2024
Q4 		$636K Sell
44,155
-1,438
-3% -$20.3K ﹤0.01% 2011
2024
Q3 		$629K Buy
45,593
+137
+0.3% +$1.84K ﹤0.01% 1907
2024
Q2 		$621K Sell
45,456
-986
-2% -$12.8K ﹤0.01% 1780
2024
Q1 		$600K Buy
46,442
+613
+1% +$7.8K ﹤0.01% 1713
2023
Q4 		$565K Buy
45,829
+14,885
+48% +$180K ﹤0.01% 1635
2023
Q3 		$370K Sell
30,944
-146
-0.5% -$1.87K ﹤0.01% 1771
2023
Q2 		$397K Buy
31,090
+19,445
+167% +$241K ﹤0.01% 1707
2023
Q1 		$147K Sell
11,645
-478
-4% -$6.12K ﹤0.01% 2193
2022
Q4 		$149K Sell
12,123
-300
-2% -$3.96K ﹤0.01% 2083
2022
Q3 		$163K Hold
12,423
– – ﹤0.01% 1958
2022
Q2 		$168K Sell
12,423
-34,140
-73% -$489K ﹤0.01% 1905
2022
Q1 		$727K Buy
46,563
+2,329
+5% +$36.4K ﹤0.01% 1132
2021
Q4 		$740K Buy
44,234
+6,158
+16% +$102K ﹤0.01% 1096
2021
Q3 		$609K Buy
38,076
+3,791
+11% +$62.4K ﹤0.01% 1193
2021
Q2 		$558K Sell
34,285
-3,870
-10% -$62.1K ﹤0.01% 1213
2021
Q1 		$591K Buy
38,155
+6,972
+22% +$106K ﹤0.01% 1315
2020
Q4 		$479K Sell
31,183
-813
-3% -$11.8K ﹤0.01% 1346
2020
Q3 		$442K Buy
31,996
+5,509
+21% +$78.7K ﹤0.01% 1193
2020
Q2 		$374K Sell
26,487
-10,534
-28% -$142K ﹤0.01% 1186
2020
Q1 		$446K Buy
37,021
+1,902
+5% +$26.5K ﹤0.01% 1003
2019
Q4 		$525K Buy
35,119
+903
+3% +$13.5K ﹤0.01% 1084
2019
Q3 		$501K Sell
34,216
-2,837
-8% -$42.4K ﹤0.01% 1062
2019
Q2 		$557K Sell
37,053
-9,050
-20% -$134K ﹤0.01% 1018
2019
Q1 		$692K Buy
46,103
+3,800
+9% +$55.8K ﹤0.01% 885
2018
Q4 		$570K Buy
42,303
+600
+1% +$8.83K ﹤0.01% 894
2018
Q3 		$672K Sell
41,703
-3,277
-7% -$52.3K ﹤0.01% 927
2018
Q2 		$695K Buy
44,980
+60
+0.1% +$914 ﹤0.01% 917
2018
Q1 		$669K Sell
44,920
-11,271
-20% -$173K ﹤0.01% 935
2017
Q4 		$864K Sell
56,191
-10,837
-16% -$165K ﹤0.01% 813
2017
Q3 		$1.03M Buy
67,028
+27,931
+71% +$429K ﹤0.01% 703
2017
Q2 		$596K Buy
39,097
+12,918
+49% +$199K ﹤0.01% 931
2017
Q1 		$398K Buy
26,179
+3,299
+14% +$50.2K ﹤0.01% 1117
2016
Q4 		$340K Buy
22,880
+328
+1% +$4.86K ﹤0.01% 1130
2016
Q3 		$340K Buy
22,552
+1,089
+5% +$16.2K ﹤0.01% 1112
2016
Q2 		$317K Buy
21,463
+285
+1% +$4.21K ﹤0.01% 1012
2016
Q1 		$311K Sell
21,178
-945
-4% -$13.5K ﹤0.01% 977
2015
Q4 		$338K Sell
22,123
-34
-0.2% -$510 ﹤0.01% 935
2015
Q3 		$315K Buy
+22,157
New +$327K ﹤0.01% 945
2015
Q2 		– Sell
-6,528
Closed -$98K – 1678
2015
Q1 		$98K Hold
6,528
– – ﹤0.01% 1579
2014
Q4 		$92K Buy
6,528
+4,607
+240% +$68.3K ﹤0.01% 1591
2014
Q3 		$28K Buy
1,921
+1,000
+109% +$15K ﹤0.01% 2297
2014
Q2 		$14K Sell
921
-753
-45% -$11K ﹤0.01% 2697
2014
Q1 		$24K Sell
1,674
-3,495
-68% -$49.1K ﹤0.01% 2263
2013
Q4 		$72K Sell
5,169
-24,521
-83% -$331K ﹤0.01% 1376
2013
Q3 		$388K Sell
29,690
-3,736
-11% -$49.5K 0.01% 513
2013
Q2 		$436K Buy
+33,426
New +$442K 0.01% 439

Other funds holding ETV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning's ETV Position: Q2 2026 in Review

Creative Planning reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 1.3% in Q2 2026, selling an estimated $8.93K and leaving 47,322 shares worth $704K. The position accounts for ﹤0.01% of the portfolio, ranked #2920.

Creative Planning first reported a position in ETV in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.03M in Q3 2017. 192 funds tracked by Wall St. Rank hold ETV as of Q2 2026.

  • Creative Planning held 47,322 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $704K as of Q2 2026.
  • Creative Planning sold 614 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q2 2026, an estimated $8.93K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2920 holding.
  • Creative Planning first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $1.03M in Q3 2017.
  • 192 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.