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

Formidable 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	$1.31M	Sell	48,973 -2,901	-6%	-$86.4K	0.21%	107
2026 Q1	$1.57M	Sell	51,874 -2,740	-5%	-$80.2K	0.24%	80
2025 Q4	$1.51M	Sell	54,614 -4,259	-7%	-$121K	0.22%	88
2025 Q3	$1.6M	Sell	58,873 -2,225	-4%	-$60.9K	0.25%	76
2025 Q2	$1.5M	Hold	61,098	–	–	0.25%	75
2025 Q1	$1.5M	Sell	61,098 -7,384	-11%	-$189K	0.25%	75
2024 Q4	$1.73M	Sell	68,482 -2,000	-3%	-$51.9K	0.28%	69
2024 Q3	$1.87M	Sell	70,482 -2,836	-4%	-$72.7K	0.3%	70
2024 Q2	$1.87M	Sell	73,318 -1,875	-2%	-$46.6K	0.3%	64
2024 Q1	$1.88M	Sell	75,193 -2,467	-3%	-$60K	0.31%	67
2023 Q4	$1.84M	Sell	77,660 -2,737	-3%	-$60.1K	0.38%	48
2023 Q3	$1.72M	Sell	80,397 -1,150	-1%	-$26.2K	0.38%	49
2023 Q2	$1.87M	Sell	81,547 -453	-0.6%	-$10.1K	0.41%	42
2023 Q1	$1.83M	Sell	82,000 -4,843	-6%	-$107K	0.39%	41
2022 Q4	$1.82M	Sell	86,843 -3,000	-3%	-$64.3K	0.41%	37
2022 Q3	$1.99M	Sell	89,843 -2,175	-2%	-$52.9K	0.46%	35
2022 Q2	$2.05M	Hold	92,018	–	–	0.46%	34
2022 Q1	$2.77M	Buy	92,018 +81,768	+798%	+$2.43M	0.53%	30
2021 Q4	$333K	Sell	10,250 -82,168	-89%	-$2.61M	0.06%	240
2021 Q3	$2.79M	Sell	92,418 -2,250	-2%	-$70K	0.52%	32
2021 Q2	$2.79M	Sell	94,668 -2,200	-2%	-$63.1K	0.6%	31
2021 Q1	$2.56M	Hold	96,868	–	–	0.56%	36
2020 Q4	$2.42M	Buy	+96,868	New	+$2.22M	0.56%	34
2020 Q3	–	Sell	-96,868	Closed	-$2.05M	–	276
2020 Q2	$2.05M	Sell	96,868 -13,350	-12%	-$268K	0.6%	28
2020 Q1	$1.96M	Buy	+110,218	New	+$2.58M	0.77%	20
2019 Q4	–	Sell	-22,693	Closed	-$581K	–	241
2019 Q3	$581K	Buy	+22,693	New	+$569K	0.54%	32
2016 Q2	–	Sell	-300	Closed	-$6K	–	243
2016 Q1	$6K	Hold	300	–	–	﹤0.01%	389
2015 Q4	$6K	Hold	300	–	–	﹤0.01%	439
2015 Q3	$6K	Sell	300 -1,250	-81%	-$28.8K	﹤0.01%	474
2015 Q2	$36K	Hold	1,550	–	–	0.02%	242
2015 Q1	$38K	Buy	1,550 +1,250	+417%	+$30.3K	0.03%	232
2014 Q4	$7K	Hold	300	–	–	﹤0.01%	369
2014 Q3	$8K	Hold	300	–	–	0.01%	355
2014 Q2	$8K	Hold	300	–	–	﹤0.01%	379
2014 Q1	$7K	Hold	300	–	–	﹤0.01%	353
2013 Q4	$7K	Hold	300	–	–	﹤0.01%	374
2013 Q3	$7K	Buy	+300	New	+$6.89K	0.01%	333

Other funds holding ETO

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

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

Formidable Asset Management reduced its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 5.6% in Q2 2026, selling an estimated $86.4K and leaving 48,973 shares worth $1.31M. The position accounts for 0.21% of the portfolio, ranked #107.

Formidable Asset Management first reported a position in ETO in Q3 2013 and has held it in 37 quarters since. The position peaked at $2.79M in Q2 2021. 12 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

Formidable Asset Management held 48,973 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $1.31M as of Q2 2026.
Formidable Asset Management sold 2,901 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2026, an estimated $86.4K.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up 0.21% of Formidable Asset Management's portfolio in Q2 2026, its #107 holding.
Formidable Asset Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2013 and has held it in 37 quarters since.
Formidable Asset Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $2.79M in Q2 2021.
12 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.