GRP
ETO

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

Global Retirement Partners’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
2025
Q4 		$32.6K Hold
1,075
– – ﹤0.01% 2614
2025
Q3 		$29.6K Hold
1,075
– – ﹤0.01% 2196
2025
Q2 		$29.2K Buy
+1,075
New +$27K ﹤0.01% 2071

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Global Retirement Partners's ETO Position: Q4 2025 in Review

Global Retirement Partners held its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) position steady in Q4 2025 at 1,075 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2614.

Global Retirement Partners first reported a position in ETO in Q2 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold ETO as of Q4 2025.

  • Global Retirement Partners held 1,075 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $32.6K as of Q4 2025.
  • Global Retirement Partners left its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund share count unchanged in Q4 2025.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2614 holding.
  • Global Retirement Partners first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.