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 Q2	$596K	Sell	19,302 -710	-4%	-$21.2K	0.01%	994
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 $3.48B AUM 10.49% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FHA

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $295M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Benjamin Edwards Inc's ETO Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 3.5% in Q2 2026, selling an estimated $21.2K and leaving 19,302 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #994.

Benjamin Edwards Inc first reported a position in ETO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.39M in Q3 2024. 74 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

Benjamin Edwards Inc held 19,302 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $596K as of Q2 2026.
Benjamin Edwards Inc sold 710 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2026, an estimated $21.2K.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #994 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 8 quarters since.
Benjamin Edwards Inc's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $1.39M in Q3 2024.
74 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.