HWAM
ETO

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

Hennion & Walsh 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 		$1.8M Buy
58,200
+305
+0.5% +$9.09K 0.05% 412
2026
Q1 		$1.54M Buy
57,895
+80
+0.1% +$2.34K 0.05% 404
2025
Q4 		$1.75M Sell
57,815
-22,576
-28% -$642K 0.06% 380
2025
Q3 		$2.22M Sell
80,391
-1,809
-2% -$49.5K 0.08% 316
2025
Q2 		$2.24M Buy
82,200
+41,191
+100% +$1.03M 0.09% 292
2025
Q1 		$1.01M Sell
41,009
-1,754
-4% -$44.8K 0.04% 473
2024
Q4 		$1.08M Sell
42,763
-351
-0.8% -$9.11K 0.05% 444
2024
Q3 		$1.14M Sell
43,114
-243
-0.6% -$6.22K 0.05% 420
2024
Q2 		$1.11M Buy
43,357
+1,023
+2% +$25.4K 0.06% 402
2024
Q1 		$1.06M Buy
42,334
+10,615
+33% +$258K 0.06% 410
2023
Q4 		$750K Buy
31,719
+14,792
+87% +$325K 0.04% 474
2023
Q3 		$361K Buy
16,927
+7,264
+75% +$165K 0.02% 610
2023
Q2 		$222K Buy
+9,663
New +$216K 0.01% 730

Other funds holding ETO

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GA
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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Hennion & Walsh Asset Management's ETO Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 0.53% in Q2 2026, buying an estimated $9.09K and bringing the position to 58,200 shares worth $1.8M. The position accounts for 0.05% of the portfolio, ranked #412.

Hennion & Walsh Asset Management first reported a position in ETO in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.24M in Q2 2025. 9 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

  • Hennion & Walsh Asset Management held 58,200 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $1.8M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 305 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2026, an estimated $9.09K.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up 0.05% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #412 holding.
  • Hennion & Walsh Asset Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2023 and has held it in 13 quarters since.
  • Hennion & Walsh Asset Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $2.24M in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.