GoalVest Advisory’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

GoalVest Advisory’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	$4.75K	Hold	154	–	–	﹤0.01%	387
2026 Q1	$4.1K	Hold	154	–	–	﹤0.01%	403
2025 Q4	$4.67K	Hold	154	–	–	﹤0.01%	480
2025 Q3	$4.24K	Buy	+154	New	+$4.22K	﹤0.01%	370

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

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 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

HWP

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

GoalVest Advisory's ETO Position: Q2 2026 in Review

GoalVest Advisory held its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) position steady in Q2 2026 at 154 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

GoalVest Advisory first reported a position in ETO in Q3 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

GoalVest Advisory held 154 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $4.75K as of Q2 2026.
GoalVest Advisory left its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #387 holding.
GoalVest Advisory first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
12 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.