Ashton Thomas Securities’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Ashton Thomas Securities’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	–	Sell	-7,690	Closed	-$233K	–	455
2025 Q4	$233K	Hold	7,690	–	–	0.04%	236
2025 Q3	$212K	Sell	7,690 -3,000	-28%	-$82.1K	0.03%	309
2025 Q2	$291K	Hold	10,690	–	–	0.07%	206
2025 Q1	$263K	Hold	10,690	–	–	0.07%	198
2024 Q4	$270K	Hold	10,690	–	–	0.07%	194
2024 Q3	$284K	Hold	10,690	–	–	0.06%	228
2024 Q2	$277K	Buy	+10,690	New	+$266K	0.07%	196

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Ashton Thomas Securities's ETO Position: Q1 2026 in Review

Ashton Thomas Securities sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q1 2026, closing a stake of 7,690 shares — an estimated $233K sold.

Ashton Thomas Securities first reported a position in ETO in Q2 2024 and held it in 7 quarters. The position peaked at $291K in Q2 2025. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

Ashton Thomas Securities reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q1 2026 after selling out during the quarter.
Ashton Thomas Securities sold 7,690 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2026, an estimated $233K.
Ashton Thomas Securities first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2024 and held it in 7 quarters.
Ashton Thomas Securities's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $291K in Q2 2025.
67 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2026.

Based on Ashton Thomas Securities's 13F filing for Q1 2026, filed 18 May 2026.