HCM
ETO

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

Hollencrest Capital 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
Q1 		$397K Hold
14,907
– – 0.01% 246
2025
Q4 		$452K Sell
14,907
-458
-3% -$13K 0.02% 223
2025
Q3 		$423K Sell
15,365
-1,000
-6% -$27.4K 0.02% 243
2025
Q2 		$445K Hold
16,365
– – 0.02% 201
2025
Q1 		$402K Hold
16,365
– – 0.02% 212
2024
Q4 		$413K Hold
16,365
– – 0.02% 219
2024
Q3 		$434K Hold
16,365
– – 0.02% 221
2024
Q2 		$417K Hold
16,365
– – 0.02% 217
2024
Q1 		$409K Hold
16,365
– – 0.02% 213
2023
Q4 		$387K Sell
16,365
-2,280
-12% -$50.1K 0.04% 218
2023
Q3 		$398K Hold
18,645
– – 0.05% 191
2023
Q2 		$428K Hold
18,645
– – 0.04% 195
2023
Q1 		$414K Hold
18,645
– – 0.04% 200
2022
Q4 		$390K Hold
18,645
– – 0.05% 182
2022
Q3 		$377K Sell
18,645
-4,000
-18% -$97.3K 0.05% 171
2022
Q2 		$500K Hold
22,645
– – 0.06% 165
2022
Q1 		$682K Sell
22,645
-360
-2% -$10.7K 0.06% 165
2021
Q4 		$748K Sell
23,005
-3,400
-13% -$108K 0.06% 159
2021
Q3 		$795K Hold
26,405
– – 0.07% 146
2021
Q2 		$773K Hold
26,405
– – 0.07% 144
2021
Q1 		$694K Hold
26,405
– – 0.07% 156
2020
Q4 		$667K Hold
26,405
– – 0.07% 150
2020
Q3 		$549K Hold
26,405
– – 0.07% 167
2020
Q2 		$548K Sell
26,405
-2,230
-8% -$44.8K 0.07% 144
2020
Q1 		$508K Hold
28,635
– – 0.07% 150
2019
Q4 		$743K Hold
28,635
– – 0.08% 141
2019
Q3 		$726K Hold
28,635
– – 0.09% 132
2019
Q2 		$696K Sell
28,635
-1,200
-4% -$28.7K 0.09% 136
2019
Q1 		$716K Hold
29,835
– – 0.1% 133
2018
Q4 		$560K Hold
29,835
– – 0.08% 148
2018
Q3 		$716K Sell
29,835
-3,962
-12% -$100K 0.1% 133
2018
Q2 		$818K Sell
33,797
-1,310
-4% -$33.3K 0.11% 114
2018
Q1 		$878K Hold
35,107
– – 0.12% 112
2017
Q4 		$892K Buy
35,107
+17
+0% +$423 0.12% 112
2017
Q3 		$863K Hold
35,090
– – 0.12% 113
2017
Q2 		$855K Sell
35,090
-1,000
-3% -$23.8K 0.13% 111
2017
Q1 		$832K Sell
36,090
-2,500
-6% -$56.1K 0.12% 123
2016
Q4 		$803K Buy
38,590
+7,545
+24% +$156K 0.12% 121
2016
Q3 		$672K Buy
31,045
+43
+0.1% +$955 0.1% 148
2016
Q2 		$662K Buy
31,002
+1,267
+4% +$27.3K 0.1% 157
2016
Q1 		$642K Sell
29,735
-18,732
-39% -$375K 0.11% 145
2015
Q4 		$1.03M Sell
48,467
-2,040
-4% -$45K 0.18% 106
2015
Q3 		$1.05M Sell
50,507
-2,091
-4% -$48.2K 0.18% 96
2015
Q2 		$1.23M Sell
52,598
-3,579
-6% -$88.9K 0.18% 100
2015
Q1 		$1.39M Sell
56,177
-808
-1% -$19.6K 0.18% 96
2014
Q4 		$1.39M Sell
56,985
-8,942
-14% -$224K 0.18% 94
2014
Q3 		$1.63M Sell
65,927
-1,852
-3% -$47.1K 0.22% 83
2014
Q2 		$1.76M Sell
67,779
-963
-1% -$23.9K 0.24% 78
2014
Q1 		$1.66M Buy
68,742
+80
+0.1% +$1.92K 0.25% 82
2013
Q4 		$1.68M Buy
+68,662
New +$1.64M 0.27% 74

Other funds holding ETO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hollencrest Capital Management's ETO Position: Q1 2026 in Review

Hollencrest Capital Management held its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) position steady in Q1 2026 at 14,907 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #246.

Hollencrest Capital Management first reported a position in ETO in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.76M in Q2 2014. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

  • Hollencrest Capital Management held 14,907 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $397K as of Q1 2026.
  • Hollencrest Capital Management left its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund share count unchanged in Q1 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up 0.01% of Hollencrest Capital Management's portfolio in Q1 2026, its #246 holding.
  • Hollencrest Capital Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2013 and has held it in 50 quarters since.
  • Hollencrest Capital Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $1.76M in Q2 2014.
  • 67 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2026.

Based on Hollencrest Capital Management's 13F filing for Q1 2026, filed 7 May 2026.