CIBC Private Wealth Group’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

CIBC Private Wealth Group’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
2025 Q3	–	Sell	-1	Closed	-$27	–	3156
2025 Q2	$27	Sell	1 -1,136	-100%	-$28.5K	﹤0.01%	3022
2025 Q1	$24.4K	Hold	1,137	–	–	﹤0.01%	1921
2024 Q4	$29K	Sell	1,137 -4,000	-78%	-$104K	﹤0.01%	1911
2024 Q3	$136K	Hold	5,137	–	–	﹤0.01%	1360
2024 Q2	$133K	Buy	+5,137	New	+$128K	﹤0.01%	1281
2017 Q2	–	Sell	-14,024	Closed	-$323K	–	600
2017 Q1	$323K	Buy	+14,024	New	+$314K	﹤0.01%	556

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CIBC Private Wealth Group's ETO Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q3 2025, closing a stake of 1 share — an estimated $27 sold.

CIBC Private Wealth Group first reported a position in ETO in Q1 2017 and held it in 6 quarters. The position peaked at $323K in Q1 2017. 71 funds tracked by Wall St. Rank hold ETO as of Q3 2025.

CIBC Private Wealth Group reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q3 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 1 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund share in Q3 2025, an estimated $27.
CIBC Private Wealth Group first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q1 2017 and held it in 6 quarters.
CIBC Private Wealth Group's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $323K in Q1 2017.
71 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.