Ameriprise
ETO

Ameriprise’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Ameriprise’s Portfolio ETO Stock Details ETO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.5M Sell
56,811
-2,221
-4% -$65K ﹤0.01% 3100
2025
Q4 		$1.79M Buy
59,032
+1,033
+2% +$29.4K ﹤0.01% 3055
2025
Q3 		$1.6M Buy
57,999
+1,219
+2% +$33.4K ﹤0.01% 3129
2025
Q2 		$1.54M Buy
56,780
+1,975
+4% +$49.6K ﹤0.01% 3085
2025
Q1 		$1.35M Buy
54,805
+897
+2% +$22.9K ﹤0.01% 3089
2024
Q4 		$1.36M Buy
53,908
+98
+0.2% +$2.54K ﹤0.01% 3108
2024
Q3 		$1.43M Buy
53,810
+3,655
+7% +$93.6K ﹤0.01% 3067
2024
Q2 		$1.28M Buy
50,155
+440
+0.9% +$10.9K ﹤0.01% 3059
2024
Q1 		$1.24M Sell
49,715
-551
-1% -$13.4K ﹤0.01% 3082
2023
Q4 		$1.19M Buy
50,266
+1,777
+4% +$39K ﹤0.01% 3117
2023
Q3 		$1.04M Sell
48,489
-930
-2% -$21.2K ﹤0.01% 3129
2023
Q2 		$1.13M Sell
49,419
-486
-1% -$10.8K ﹤0.01% 3114
2023
Q1 		$1.11M Buy
49,905
+397
+0.8% +$8.77K ﹤0.01% 3100
2022
Q4 		$1.04M Buy
49,508
+163
+0.3% +$3.5K ﹤0.01% 3108
2022
Q3 		$999K Buy
49,345
+2,211
+5% +$53.8K ﹤0.01% 3116
2022
Q2 		$1.04M Buy
47,134
+746
+2% +$18.6K ﹤0.01% 3108
2022
Q1 		$1.4M Buy
46,388
+677
+1% +$20.1K ﹤0.01% 3069
2021
Q4 		$1.49M Buy
45,711
+3,935
+9% +$125K ﹤0.01% 3076
2021
Q3 		$1.26M Buy
41,776
+755
+2% +$23.5K ﹤0.01% 3063
2021
Q2 		$1.2M Sell
41,021
-429
-1% -$12.3K ﹤0.01% 3146
2021
Q1 		$1.09M Buy
41,450
+135
+0.3% +$3.47K ﹤0.01% 3111
2020
Q4 		$1.04M Sell
41,315
-1,690
-4% -$38.7K ﹤0.01% 3073
2020
Q3 		$894K Sell
43,005
-618
-1% -$13.2K ﹤0.01% 3017
2020
Q2 		$905K Buy
43,623
+298
+0.7% +$5.98K ﹤0.01% 2955
2020
Q1 		$769K Sell
43,325
-1,122
-3% -$26.3K ﹤0.01% 2942
2019
Q4 		$1.15M Sell
44,447
-4,415
-9% -$114K ﹤0.01% 2999
2019
Q3 		$1.24M Sell
48,862
-609
-1% -$15.3K ﹤0.01% 2921
2019
Q2 		$1.2M Sell
49,471
-2,273
-4% -$54.3K ﹤0.01% 2986
2019
Q1 		$1.24M Sell
51,744
-457
-0.9% -$10.2K ﹤0.01% 2955
2018
Q4 		$975K Sell
52,201
-18,246
-26% -$396K ﹤0.01% 2951
2018
Q3 		$1.78M Buy
70,447
+4,620
+7% +$117K ﹤0.01% 2855
2018
Q2 		$1.59M Buy
65,827
+4,051
+7% +$103K ﹤0.01% 2818
2018
Q1 		$1.54M Buy
61,776
+684
+1% +$17.4K ﹤0.01% 2789
2017
Q4 		$1.55M Sell
61,092
-299
-0.5% -$7.43K ﹤0.01% 2781
2017
Q3 		$1.51M Buy
61,391
+1,699
+3% +$41.4K ﹤0.01% 2762
2017
Q2 		$1.46M Buy
59,692
+7,083
+13% +$169K ﹤0.01% 2760
2017
Q1 		$1.21M Buy
+52,609
New +$1.18M ﹤0.01% 2805
2013
Q4 		– Sell
-1,350
Closed -$30K – 5224
2013
Q3 		$30K Hold
1,350
– – ﹤0.01% 4123
2013
Q2 		$30K Buy
+1,350
New +$31.4K ﹤0.01% 4030

Other funds holding ETO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise's ETO Position: Q1 2026 in Review

Ameriprise reduced its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 3.8% in Q1 2026, selling an estimated $65K and leaving 56,811 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3100.

Ameriprise first reported a position in ETO in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.79M in Q4 2025. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

  • Ameriprise held 56,811 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $1.5M as of Q1 2026.
  • Ameriprise sold 2,221 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2026, an estimated $65K.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3100 holding.
  • Ameriprise first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2013 and has held it in 39 quarters since.
  • Ameriprise's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $1.79M in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.