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

MAI 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 Q2	–	Sell	-218	Closed	-$5.81K	–	2888
2026 Q1	$5.81K	Hold	218	–	–	﹤0.01%	3437
2025 Q4	$6.62K	Buy	+218	New	+$6.2K	﹤0.01%	3007
2025 Q1	–	Sell	-140	Closed	-$3.54K	–	3485
2024 Q4	$3.54K	Buy	+140	New	+$3.63K	﹤0.01%	2888

Other funds holding ETO

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $295M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAI Capital Management's ETO Position: Q2 2026 in Review

MAI Capital Management sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q2 2026, closing a stake of 218 shares — an estimated $5.81K sold.

MAI Capital Management first reported a position in ETO in Q4 2024 and held it in 3 quarters. The position peaked at $6.62K in Q4 2025. 74 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

MAI Capital Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 218 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2026, an estimated $5.81K.
MAI Capital Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2024 and held it in 3 quarters.
MAI Capital Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $6.62K in Q4 2025.
74 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

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