Arkadios Wealth Advisors’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Arkadios Wealth Advisors’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
2021 Q3	–	Sell	-1,206	Closed	-$35K	–	1916
2021 Q2	$35K	Hold	1,206	–	–	﹤0.01%	1057
2021 Q1	$31K	Hold	1,206	–	–	0.01%	828
2020 Q4	$30K	Buy	+1,206	New	+$27.6K	0.01%	654

Other funds holding ETO

AAM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Arkadios Wealth Advisors's ETO Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q3 2021, closing a stake of 1,206 shares — an estimated $35K sold.

Arkadios Wealth Advisors first reported a position in ETO in Q4 2020 and held it in 3 quarters. The position peaked at $35K in Q2 2021. 50 funds tracked by Wall St. Rank hold ETO as of Q3 2021.

Arkadios Wealth Advisors reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q3 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,206 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q3 2021, an estimated $35K.
Arkadios Wealth Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2020 and held it in 3 quarters.
Arkadios Wealth Advisors's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $35K in Q2 2021.
50 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.