LPL Financial’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

LPL Financial’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	$3.33M	Sell	124,929 -3,711	-3%	-$109K	﹤0.01%	3009
2025 Q4	$3.9M	Buy	128,640 +1,581	+1%	+$45K	﹤0.01%	2764
2025 Q3	$3.5M	Buy	127,059 +5,172	+4%	+$142K	﹤0.01%	2799
2025 Q2	$3.31M	Buy	121,887 +3,304	+3%	+$83K	﹤0.01%	2649
2025 Q1	$2.91M	Buy	118,583 +9,196	+8%	+$235K	﹤0.01%	2598
2024 Q4	$2.76M	Buy	109,387 +3,703	+4%	+$96.1K	﹤0.01%	2563
2024 Q3	$2.8M	Buy	105,684 +493	+0.5%	+$12.6K	﹤0.01%	2423
2024 Q2	$2.68M	Buy	105,191 +2,528	+2%	+$62.9K	﹤0.01%	2348
2024 Q1	$2.56M	Buy	102,663 +5,003	+5%	+$122K	﹤0.01%	2321
2023 Q4	$2.31M	Sell	97,660 -12,026	-11%	-$264K	﹤0.01%	2300
2023 Q3	$2.34M	Sell	109,686 -4,650	-4%	-$106K	﹤0.01%	2175
2023 Q2	$2.63M	Sell	114,336 -3,988	-3%	-$89K	﹤0.01%	2025
2023 Q1	$2.63M	Buy	118,324 +3,384	+3%	+$74.7K	﹤0.01%	1928
2022 Q4	$2.41M	Sell	114,940 -5,984	-5%	-$128K	﹤0.01%	1935
2022 Q3	$2.45M	Buy	120,924 +6,813	+6%	+$166K	﹤0.01%	1829
2022 Q2	$2.52M	Sell	114,111 -12,511	-10%	-$312K	﹤0.01%	1850
2022 Q1	$3.81M	Buy	126,622 +2,627	+2%	+$78.1K	﹤0.01%	1607
2021 Q4	$4.03M	Buy	123,995 +12,279	+11%	+$390K	﹤0.01%	1593
2021 Q3	$3.37M	Buy	111,716 +7,511	+7%	+$234K	﹤0.01%	1660
2021 Q2	$3.05M	Buy	104,205 +974	+0.9%	+$27.9K	﹤0.01%	1675
2021 Q1	$2.71M	Buy	103,231 +9,509	+10%	+$244K	﹤0.01%	1629
2020 Q4	$2.37M	Buy	93,722 +9,460	+11%	+$216K	﹤0.01%	1566
2020 Q3	$1.75M	Sell	84,262 -2,192	-3%	-$46.9K	﹤0.01%	1543
2020 Q2	$1.79M	Buy	86,454 +2,155	+3%	+$43.3K	﹤0.01%	1408
2020 Q1	$1.5M	Buy	84,299 +50,117	+147%	+$1.18M	﹤0.01%	1362
2019 Q4	$887K	Buy	34,182 +21,456	+169%	+$556K	﹤0.01%	1931
2019 Q3	$322K	Buy	12,726 +3,552	+39%	+$89K	﹤0.01%	2618
2019 Q2	$223K	Sell	9,174 -1,837	-17%	-$43.9K	﹤0.01%	2942
2019 Q1	$264K	Sell	11,011 -220	-2%	-$4.91K	﹤0.01%	2742
2018 Q4	$211K	Sell	11,231 -2,810	-20%	-$61.1K	﹤0.01%	2771
2018 Q3	$355K	Hold	14,041	–	–	﹤0.01%	2529
2018 Q2	$340K	Hold	14,041	–	–	﹤0.01%	2528
2018 Q1	$351K	Hold	14,041	–	–	﹤0.01%	2478
2017 Q4	$357K	Sell	14,041 -2,098	-13%	-$52.1K	﹤0.01%	2342
2017 Q3	$397K	Buy	16,139 +400	+3%	+$9.75K	﹤0.01%	2122
2017 Q2	$384K	Sell	15,739 -21,346	-58%	-$508K	﹤0.01%	2090
2017 Q1	$853K	Sell	37,085 -7,304	-16%	-$164K	0.01%	1371
2016 Q4	$926K	Sell	44,389 -1,828	-4%	-$37.8K	0.01%	1265
2016 Q3	$996K	Sell	46,217 -17,858	-28%	-$397K	0.01%	1204
2016 Q2	$1.39M	Sell	64,075 -56,474	-47%	-$1.21M	0.01%	956
2016 Q1	$2.57M	Buy	120,549 +9,591	+9%	+$192K	0.01%	1046
2015 Q4	$2.31M	Buy	110,958 +53,005	+91%	+$1.17M	0.01%	1081
2015 Q3	$1.24M	Sell	57,953 -62,012	-52%	-$1.43M	0.01%	1105
2015 Q2	$2.81M	Sell	119,965 -17,300	-13%	-$430K	0.01%	740
2015 Q1	$3.4M	Sell	137,265 -9,668	-7%	-$234K	0.02%	675
2014 Q4	$3.57M	Buy	146,933 +58,468	+66%	+$1.46M	0.02%	625
2014 Q3	$2.16M	Buy	88,465 +257	+0.3%	+$6.54K	0.01%	821
2014 Q2	$2.29M	Sell	88,208 -798	-0.9%	-$19.8K	0.01%	807
2014 Q1	$2.15M	Sell	89,006 -4,913	-5%	-$118K	0.01%	801
2013 Q4	$2.3M	Buy	93,919 +3,375	+4%	+$80.4K	0.01%	751
2013 Q3	$2.08M	Buy	90,544 +7,074	+8%	+$162K	0.01%	761
2013 Q2	$1.87M	Buy	+83,470	New	+$1.94M	0.01%	758

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial's ETO Position: Q1 2026 in Review

LPL Financial reduced its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 2.9% in Q1 2026, selling an estimated $109K and leaving 124,929 shares worth $3.33M. The position accounts for ﹤0.01% of the portfolio, ranked #3009.

LPL Financial first reported a position in ETO in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.03M in Q4 2021. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

LPL Financial held 124,929 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $3.33M as of Q1 2026.
LPL Financial sold 3,711 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2026, an estimated $109K.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3009 holding.
LPL Financial first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2013 and has held it in 52 quarters since.
LPL Financial's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $4.03M in Q4 2021.
67 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.