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

Creative Planning’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	$719K	Buy	26,996 +1,793	+7%	+$52.5K	﹤0.01%	2739
2025 Q4	$765K	Sell	25,203 -281	-1%	-$7.99K	﹤0.01%	2490
2025 Q3	$702K	Buy	25,484 +1,291	+5%	+$35.3K	﹤0.01%	2427
2025 Q2	$658K	Buy	+24,193	New	+$608K	﹤0.01%	2224
2017 Q3	–	Sell	-100	Closed	-$2K	–	2439
2017 Q2	$2K	Sell	100 -250	-71%	-$5.95K	﹤0.01%	4291
2017 Q1	$8K	Hold	350	–	–	﹤0.01%	3712
2016 Q4	$7K	Sell	350 -187	-35%	-$3.86K	﹤0.01%	3752
2016 Q3	$12K	Buy	537 +437	+437%	+$9.71K	﹤0.01%	3385
2016 Q2	$2K	Buy	+100	New	+$2.15K	﹤0.01%	4002

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 $2.27B AUM 18.34% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Creative Planning's ETO Position: Q1 2026 in Review

Creative Planning increased its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 7.1% in Q1 2026, buying an estimated $52.5K and bringing the position to 26,996 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #2739.

Creative Planning first reported a position in ETO in Q2 2016 and has held it in 9 quarters since. The position peaked at $765K in Q4 2025. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

Creative Planning held 26,996 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $719K as of Q1 2026.
Creative Planning bought 1,793 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2026, an estimated $52.5K.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2739 holding.
Creative Planning first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2016 and has held it in 9 quarters since.
Creative Planning's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $765K 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 Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.