BFC Planning, Inc.’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

BFC Planning, Inc.’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 Q2	$1.11K	Buy	+36	New	+$1.07K	﹤0.01%	3127
2025 Q1	–	Sell	-576	Closed	-$14.6K	–	2686
2024 Q4	$14.6K	Buy	+576	New	+$14.9K	﹤0.01%	1593

Other funds holding ETO

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

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFC Planning, Inc.'s ETO Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q2 2026: 36 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #3127 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in ETO as recently as Q4 2024.

BFC Planning, Inc. first reported a position in ETO in Q4 2024 and has held it in 2 quarters since. The position peaked at $14.6K in Q4 2024. 75 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

BFC Planning, Inc. held 36 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $1.11K as of Q2 2026.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund was a new BFC Planning, Inc. position in Q2 2026.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3127 holding.
BFC Planning, Inc. first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2024 and has held it in 2 quarters since.
BFC Planning, Inc.'s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $14.6K in Q4 2024.
75 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.