MCM
ETO

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
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 $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MAI Capital Management's ETO Position: Q1 2026 in Review

MAI Capital Management held its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) position steady in Q1 2026 at 218 shares worth $5.81K. The position accounts for ﹤0.01% of the portfolio, ranked #3437.

MAI Capital Management first reported a position in ETO in Q4 2024 and has held it in 3 quarters since. The position peaked at $6.62K in Q4 2025. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

  • MAI Capital Management held 218 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $5.81K as of Q1 2026.
  • MAI Capital Management left its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund share count unchanged in Q1 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3437 holding.
  • MAI Capital Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2024 and has held it in 3 quarters since.
  • MAI Capital Management's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $6.62K in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.