Carson Wealth (CWM LLC)’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Carson Wealth (CWM LLC)’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	$20.1K	Buy	754 +119	+19%	+$3.48K	﹤0.01%	4415
2025 Q4	$19K	Buy	635 +349	+122%	+$9.93K	﹤0.01%	4194
2025 Q3	$8K	Hold	286	–	–	﹤0.01%	4556
2025 Q2	$8K	Hold	286	–	–	﹤0.01%	4391
2025 Q1	$7K	Hold	286	–	–	﹤0.01%	4277
2024 Q4	$7K	Hold	286	–	–	﹤0.01%	4040
2024 Q3	$8K	Hold	286	–	–	﹤0.01%	3883
2024 Q2	$7K	Buy	+286	New	+$7.11K	﹤0.01%	3707
2024 Q1	–	Sell	-840	Closed	-$20K	–	4432
2023 Q4	$20K	Hold	840	–	–	﹤0.01%	2770
2023 Q3	$18K	Buy	840 +1	+0.1%	+$23	﹤0.01%	2740
2023 Q2	$19K	Buy	839 +684	+441%	+$15.3K	﹤0.01%	2666
2023 Q1	$3K	Buy	+155	New	+$3.42K	﹤0.01%	3488

Other funds holding ETO

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ETO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 19% in Q1 2026, buying an estimated $3.48K and bringing the position to 754 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4415.

Carson Wealth (CWM LLC) first reported a position in ETO in Q1 2023 and has held it in 12 quarters since. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

Carson Wealth (CWM LLC) held 754 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $20.1K as of Q1 2026.
Carson Wealth (CWM LLC) bought 119 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2026, an estimated $3.48K.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4415 holding.
Carson Wealth (CWM LLC) first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q1 2023 and has held it in 12 quarters since.
67 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.