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

Karpus Investment 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	$17.2M	Buy	645,796 +33,068	+5%	+$968K	0.54%	51
2025 Q4	$18.6M	Sell	612,728 -12,219	-2%	-$348K	0.57%	48
2025 Q3	$17.2M	Sell	624,947 -19,208	-3%	-$526K	0.55%	50
2025 Q2	$17.5M	Sell	644,155 -15,294	-2%	-$384K	0.56%	52
2025 Q1	$16.2M	Sell	659,449 -36,039	-5%	-$920K	0.53%	54
2024 Q4	$17.6M	Sell	695,488 -11,367	-2%	-$295K	0.52%	51
2024 Q3	$18.8M	Sell	706,855 -16,595	-2%	-$425K	0.52%	48
2024 Q2	$18.4M	Sell	723,450 -7,272	-1%	-$181K	0.52%	42
2024 Q1	$18.3M	Buy	730,722 +18,696	+3%	+$455K	0.53%	41
2023 Q4	$16.8M	Buy	712,026 +64,196	+10%	+$1.41M	0.51%	41
2023 Q3	$13.8M	Buy	647,830 +115,518	+22%	+$2.63M	0.46%	48
2023 Q2	$12.2M	Buy	532,312 +101,876	+24%	+$2.27M	0.38%	60
2023 Q1	$9.57M	Buy	430,436 +267,455	+164%	+$5.91M	0.3%	77
2022 Q4	$3.41M	Buy	+162,981	New	+$3.5M	0.12%	158

Other funds holding ETO

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 $2.27B AUM 18.34% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Karpus Investment Management's ETO Position: Q1 2026 in Review

Karpus Investment Management increased its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 5.4% in Q1 2026, buying an estimated $968K and bringing the position to 645,796 shares worth $17.2M. The position accounts for 0.54% of the portfolio, ranked #51.

Karpus Investment Management first reported a position in ETO in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.8M in Q3 2024. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

Karpus Investment Management held 645,796 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $17.2M as of Q1 2026.
Karpus Investment Management bought 33,068 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2026, an estimated $968K.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up 0.54% of Karpus Investment Management's portfolio in Q1 2026, its #51 holding.
Karpus Investment Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2022 and has held it in 14 quarters since.
Karpus Investment Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $18.8M in Q3 2024.
67 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2026.

Based on Karpus Investment Management's 13F filing for Q1 2026, filed 14 May 2026.