KIM
ETO

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
Q2 		$21.6M Buy
699,132
+53,336
+8% +$1.59M 0.62% 38
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 $1.15B AUM 12.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $170B AUM 46.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $295M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Karpus Investment Management's ETO Position: Q2 2026 in Review

Karpus Investment Management increased its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 8.3% in Q2 2026, buying an estimated $1.59M and bringing the position to 699,132 shares worth $21.6M. The position accounts for 0.62% of the portfolio, ranked #38.

Karpus Investment Management first reported a position in ETO in Q4 2022 and has held it in 15 quarters since. 74 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

  • Karpus Investment Management held 699,132 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $21.6M as of Q2 2026.
  • Karpus Investment Management bought 53,336 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2026, an estimated $1.59M.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up 0.62% of Karpus Investment Management's portfolio in Q2 2026, its #38 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 15 quarters since.
  • 74 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on Karpus Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.