BBPWM
ETO

Blue Bell Private Wealth Management’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Blue Bell Private Wealth Management’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 		$288K Buy
10,790
+311
+3% +$9.11K 0.04% 231
2025
Q4 		$318K Sell
10,479
-100
-0.9% -$2.85K 0.05% 213
2025
Q3 		$292K Sell
10,579
-129
-1% -$3.53K 0.04% 211
2025
Q2 		$291K Sell
10,708
-141
-1% -$3.54K 0.05% 195
2025
Q1 		$267K Sell
10,849
-500
-4% -$12.8K 0.05% 185
2024
Q4 		$287K Sell
11,349
-2,253
-17% -$58.5K 0.05% 179
2024
Q3 		$361K Sell
13,602
-168
-1% -$4.3K 0.07% 153
2024
Q2 		$351K Sell
13,770
-3,400
-20% -$84.6K 0.07% 142
2024
Q1 		$429K Sell
17,170
-200
-1% -$4.86K 0.09% 123
2023
Q4 		$411K Buy
17,370
+1,100
+7% +$24.2K 0.1% 113
2023
Q3 		$347K Sell
16,270
-100
-0.6% -$2.27K 0.09% 109
2023
Q2 		$376K Hold
16,370
– – 0.1% 103
2023
Q1 		$364K Buy
+16,370
New +$361K 0.11% 92
2015
Q1 		– Sell
-1,073
Closed -$26K – 423
2014
Q4 		$26K Sell
1,073
-2,717
-72% -$68K 0.02% 296
2014
Q3 		$94K Hold
3,790
– – 0.06% 166
2014
Q2 		$98K Sell
3,790
-400
-10% -$9.93K 0.06% 150
2014
Q1 		$101K Sell
4,190
-336
-7% -$8.08K 0.07% 122
2013
Q4 		$111K Buy
+4,526
New +$108K 0.09% 114
2013
Q3 		– Sell
-9,412
Closed -$211K – 75
2013
Q2 		$211K Buy
+9,412
New +$219K 0.19% 64

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

Blue Bell Private Wealth Management's ETO Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 3% in Q1 2026, buying an estimated $9.11K and bringing the position to 10,790 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #231.

Blue Bell Private Wealth Management first reported a position in ETO in Q2 2013 and has held it in 19 quarters since. The position peaked at $429K in Q1 2024. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

  • Blue Bell Private Wealth Management held 10,790 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $288K as of Q1 2026.
  • Blue Bell Private Wealth Management bought 311 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2026, an estimated $9.11K.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up 0.04% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #231 holding.
  • Blue Bell Private Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2013 and has held it in 19 quarters since.
  • Blue Bell Private Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $429K in Q1 2024.
  • 67 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.