HIW
ETO

Holos Integrated Wealth’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Holos Integrated Wealth’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 		$42.8K Hold
1,385
– – 0.02% 165
2026
Q1 		$37.7K Buy
+1,385
New +$40.5K 0.02% 173

Other funds holding ETO

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Holos Integrated Wealth's ETO Position: Q2 2026 in Review

Holos Integrated Wealth held its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) position steady in Q2 2026 at 1,385 shares worth $42.8K. The position accounts for 0.02% of the portfolio, ranked #165.

Holos Integrated Wealth first reported a position in ETO in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

  • Holos Integrated Wealth held 1,385 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $42.8K as of Q2 2026.
  • Holos Integrated Wealth 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 0.02% of Holos Integrated Wealth's portfolio in Q2 2026, its #165 holding.
  • Holos Integrated Wealth first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.