BEI
ETO

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

Benjamin Edwards 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
Q1 		$533K Sell
20,012
-2,857
-12% -$83.6K 0.01% 975
2025
Q4 		$694K Sell
22,869
-3,708
-14% -$105K 0.01% 841
2025
Q3 		$733K Sell
26,577
-7,136
-21% -$195K 0.01% 799
2025
Q2 		$917K Sell
33,713
-7,507
-18% -$189K 0.01% 655
2025
Q1 		$1.01M Sell
41,220
-5,667
-12% -$145K 0.01% 576
2024
Q4 		$1.18M Sell
46,887
-5,469
-10% -$142K 0.02% 557
2024
Q3 		$1.39M Buy
+52,356
New +$1.34M 0.02% 512

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Benjamin Edwards Inc's ETO Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 12% in Q1 2026, selling an estimated $83.6K and leaving 20,012 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #975.

Benjamin Edwards Inc first reported a position in ETO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q3 2024. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

  • Benjamin Edwards Inc held 20,012 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $533K as of Q1 2026.
  • Benjamin Edwards Inc sold 2,857 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2026, an estimated $83.6K.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #975 holding.
  • Benjamin Edwards Inc first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2024 and has held it in 7 quarters since.
  • Benjamin Edwards Inc's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $1.39M in Q3 2024.
  • 67 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.