Founders Financial Alliance’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Founders Financial Alliance’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	$319K	Buy	10,328 +69	+0.7%	+$2.06K	0.04%	329
2026 Q1	$273K	Buy	10,259 +72	+0.7%	+$2.11K	0.05%	323
2025 Q4	$309K	Sell	10,187 -1,050	-9%	-$29.9K	0.06%	277
2025 Q3	$310K	Buy	11,237 +2,299	+26%	+$62.9K	0.06%	281
2025 Q2	$243K	Buy	8,938 +69	+0.8%	+$1.73K	0.06%	291
2025 Q1	$218K	Buy	+8,869	New	+$226K	0.05%	321

Other funds holding ETO

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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 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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Founders Financial Alliance's ETO Position: Q2 2026 in Review

Founders Financial Alliance increased its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 0.67% in Q2 2026, buying an estimated $2.06K and bringing the position to 10,328 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #329.

Founders Financial Alliance first reported a position in ETO in Q1 2025 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

Founders Financial Alliance held 10,328 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $319K as of Q2 2026.
Founders Financial Alliance bought 69 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2026, an estimated $2.06K.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #329 holding.
Founders Financial Alliance first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
39 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.