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
2026 Q2	$33.2K	Buy	+1,075	New	+$32K	﹤0.01%	2775
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 $3.48B AUM 10.49% 1-Year Est. Return

1CP

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

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

ASG

Advisory Solutions Group Plymouth, Minnesota $295M 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

Global Retirement Partners's ETO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q2 2026: 1,075 shares worth $33.2K. The stake represents ﹤0.01% of the portfolio and ranks #2775 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ETO as recently as Q4 2025.

Global Retirement Partners first reported a position in ETO in Q2 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

Global Retirement Partners held 1,075 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $33.2K as of Q2 2026.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund was a new Global Retirement Partners position in Q2 2026.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2775 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 4 quarters since.
74 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.