Aspire Private Capital’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-665	Closed	-$17.6K	–	312
2024 Q3	$17.6K	Hold	665	–	–	﹤0.01%	318
2024 Q2	$17K	Hold	665	–	–	﹤0.01%	332
2024 Q1	$16.6K	Hold	665	–	–	﹤0.01%	342
2023 Q4	$15.7K	Hold	665	–	–	﹤0.01%	345
2023 Q3	$14.2K	Sell	665 -735	-53%	-$16.7K	﹤0.01%	357
2023 Q2	$32.1K	Hold	1,400	–	–	0.01%	248
2023 Q1	$31.1K	Hold	1,400	–	–	0.01%	250
2022 Q4	$29.3K	Hold	1,400	–	–	0.01%	248
2022 Q3	$28K	Hold	1,400	–	–	0.01%	251
2022 Q2	$31K	Hold	1,400	–	–	0.01%	242
2022 Q1	$42K	Hold	1,400	–	–	0.01%	223
2021 Q4	$46K	Hold	1,400	–	–	0.01%	223
2021 Q3	$42K	Hold	1,400	–	–	0.01%	223
2021 Q2	$41K	Hold	1,400	–	–	0.01%	223
2021 Q1	$37K	Hold	1,400	–	–	0.01%	238
2020 Q4	$35K	Hold	1,400	–	–	0.01%	221
2020 Q3	$29K	Buy	+1,400	New	+$29.9K	0.01%	227
2020 Q1	–	Sell	-1,461	Closed	-$38K	–	312
2019 Q4	$38K	Hold	1,461	–	–	0.02%	205
2019 Q3	$37K	Hold	1,461	–	–	0.02%	199
2019 Q2	$36K	Sell	1,461 -364	-20%	-$8.7K	0.02%	207
2019 Q1	$44K	Buy	+1,825	New	+$40.7K	0.02%	241

Other funds holding ETO

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

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

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

Aspire Private Capital's ETO Position: Q4 2024 in Review

Aspire Private Capital sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q4 2024, closing a stake of 665 shares — an estimated $17.6K sold.

Aspire Private Capital first reported a position in ETO in Q1 2019 and held it in 21 quarters. The position peaked at $46K in Q4 2021. 58 funds tracked by Wall St. Rank hold ETO as of Q4 2024.

Aspire Private Capital reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 665 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2024, an estimated $17.6K.
Aspire Private Capital first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q1 2019 and held it in 21 quarters.
Aspire Private Capital's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $46K in Q4 2021.
58 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.