Institute for Wealth Management’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Institute for Wealth 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	$103K	Buy	+3,329	New	+$99.2K	0.01%	677
2022 Q2	–	Sell	-8,011	Closed	-$241K	–	541
2022 Q1	$241K	Hold	8,011	–	–	0.04%	476
2021 Q4	$260K	Hold	8,011	–	–	0.04%	409
2021 Q3	$241K	Hold	8,011	–	–	0.04%	422
2021 Q2	$235K	Hold	8,011	–	–	0.04%	428
2021 Q1	$210K	Hold	8,011	–	–	0.04%	437
2020 Q4	$202K	Buy	+8,011	New	+$183K	0.04%	426
2020 Q1	–	Sell	-8,761	Closed	-$227K	–	458
2019 Q4	$227K	Hold	8,761	–	–	0.05%	401
2019 Q3	$222K	Hold	8,761	–	–	0.06%	377
2019 Q2	$213K	Buy	+8,761	New	+$209K	0.05%	421
2018 Q1	–	Sell	-9,561	Closed	-$246K	–	297
2017 Q4	$246K	Buy	+9,561	New	+$238K	0.06%	329
2017 Q3	–	Sell	-8,881	Closed	-$218K	–	288
2017 Q2	$218K	Buy	+8,881	New	+$211K	0.06%	364

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

Institute for Wealth Management's ETO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q2 2026: 3,329 shares worth $103K. The stake represents 0.01% of the portfolio and ranks #677 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ETO as recently as Q1 2022.

Institute for Wealth Management first reported a position in ETO in Q2 2017 and has held it in 12 quarters since. The position peaked at $260K in Q4 2021. 39 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

Institute for Wealth Management held 3,329 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $103K as of Q2 2026.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund was a new Institute for Wealth Management position in Q2 2026.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #677 holding.
Institute for Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2017 and has held it in 12 quarters since.
Institute for Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $260K in Q4 2021.
39 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.