AssetMark Inc’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

AssetMark Inc’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 Q3	–	Sell	-122	Closed	-$3.77K	–	3807
2026 Q2	$3.77K	Buy	+122	New	+$3.64K	﹤0.01%	2784

Other funds holding ETO

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AssetMark Inc's ETO Position: Q3 2026 in Review

AssetMark Inc sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q3 2026, closing a stake of 122 shares — an estimated $3.77K sold.

AssetMark Inc first reported a position in ETO in Q2 2026 and held it in 1 quarter. The position peaked at $3.77K in Q2 2026. 7 funds tracked by Wall St. Rank hold ETO as of Q3 2026.

AssetMark Inc reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q3 2026 after selling out during the quarter.
AssetMark Inc sold 122 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q3 2026, an estimated $3.77K.
AssetMark Inc first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2026 and held it in 1 quarter.
AssetMark Inc's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $3.77K in Q2 2026.
7 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.