Envestnet Asset Management
ETO

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

Envestnet Asset 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
Q2 		$297K Buy
+9,612
New +$286K ﹤0.01% 4430
2025
Q1 		– Sell
-14,946
Closed -$378K – 4388
2024
Q4 		$378K Buy
14,946
+2,141
+17% +$55.6K ﹤0.01% 3756
2024
Q3 		$340K Buy
12,805
+994
+8% +$25.5K ﹤0.01% 3746
2024
Q2 		$301K Sell
11,811
-1,785
-13% -$44.4K ﹤0.01% 3734
2024
Q1 		$340K Buy
+13,596
New +$331K ﹤0.01% 3658

Other funds holding ETO

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ASGL
Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management's ETO Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q2 2026: 9,612 shares worth $297K. The stake represents ﹤0.01% of the portfolio and ranks #4430 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in ETO as recently as Q4 2024.

Envestnet Asset Management first reported a position in ETO in Q1 2024 and has held it in 5 quarters since. The position peaked at $378K in Q4 2024. 39 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

  • Envestnet Asset Management held 9,612 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $297K as of Q2 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund was a new Envestnet Asset Management position in Q2 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4430 holding.
  • Envestnet Asset Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q1 2024 and has held it in 5 quarters since.
  • Envestnet Asset Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $378K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.