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

Dakota 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	$368K	Buy	13,805 +250	+2%	+$7.32K	0.01%	613
2025 Q4	$411K	Buy	13,555 +205	+2%	+$5.83K	0.01%	594
2025 Q3	$368K	Sell	13,350 -765	-5%	-$20.9K	0.01%	530
2025 Q2	$384K	Sell	14,115 -75	-0.5%	-$1.88K	0.01%	558
2025 Q1	$349K	Buy	14,190 +1,750	+14%	+$44.7K	0.01%	582
2024 Q4	$314K	Hold	12,440	–	–	0.01%	597
2024 Q3	$330K	Buy	12,440 +300	+2%	+$7.69K	0.01%	576
2024 Q2	$310K	Buy	12,140 +300	+3%	+$7.46K	0.01%	577
2024 Q1	$296K	Buy	11,840 +210	+2%	+$5.11K	0.01%	585
2023 Q4	$275K	Buy	11,630 +1,055	+10%	+$23.2K	0.01%	534
2023 Q3	$226K	Buy	+10,575	New	+$241K	0.01%	566

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

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

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dakota Wealth Management's ETO Position: Q1 2026 in Review

Dakota Wealth Management increased its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 1.8% in Q1 2026, buying an estimated $7.32K and bringing the position to 13,805 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #613.

Dakota Wealth Management first reported a position in ETO in Q3 2023 and has held it in 11 quarters since. The position peaked at $411K in Q4 2025. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

Dakota Wealth Management held 13,805 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $368K as of Q1 2026.
Dakota Wealth Management bought 250 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2026, an estimated $7.32K.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up 0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #613 holding.
Dakota Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2023 and has held it in 11 quarters since.
Dakota Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $411K in Q4 2025.
67 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.