MA
ETO

Mutual Advisors’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Mutual Advisors’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 		$344K Sell
12,891
-108
-0.8% -$3.16K 0.01% 1061
2025
Q4 		$395K Buy
12,999
+8
+0.1% +$228 0.01% 984
2025
Q3 		$362K Sell
12,991
-157
-1% -$4.3K 0.01% 992
2025
Q2 		$365K Buy
13,148
+262
+2% +$6.58K 0.01% 920
2025
Q1 		$313K Sell
12,886
-52
-0.4% -$1.33K 0.01% 891
2024
Q4 		$333K Buy
12,938
+259
+2% +$6.72K 0.01% 858
2024
Q3 		$327K Buy
12,679
+249
+2% +$6.38K 0.01% 855
2024
Q2 		$312K Buy
12,430
+255
+2% +$6.34K 0.01% 865
2024
Q1 		$304K Buy
12,175
+272
+2% +$6.62K 0.01% 862
2023
Q4 		$281K Sell
11,903
-63
-0.5% -$1.38K 0.01% 836
2023
Q3 		$255K Buy
11,966
+70
+0.6% +$1.59K 0.01% 835
2023
Q2 		$273K Buy
11,896
+288
+2% +$6.43K 0.01% 839
2023
Q1 		$258K Buy
11,608
+213
+2% +$4.7K 0.01% 825
2022
Q4 		$239K Buy
11,395
+162
+1% +$3.48K 0.01% 814
2022
Q3 		$227K Buy
11,233
+256
+2% +$6.23K 0.01% 791
2022
Q2 		$243K Sell
10,977
-2,155
-16% -$53.7K 0.02% 739
2022
Q1 		$396K Buy
13,132
+236
+2% +$7.02K 0.02% 638
2021
Q4 		$419K Buy
12,896
+216
+2% +$6.85K 0.02% 629
2021
Q3 		$382K Buy
12,680
+204
+2% +$6.34K 0.02% 637
2021
Q2 		$365K Buy
12,476
+182
+1% +$5.22K 0.02% 629
2021
Q1 		$323K Buy
12,294
+203
+2% +$5.22K 0.02% 614
2020
Q4 		$306K Buy
12,091
+176
+1% +$4.03K 0.02% 597
2020
Q3 		$248K Buy
11,915
+235
+2% +$5.03K 0.02% 583
2020
Q2 		$242K Buy
11,680
+260
+2% +$5.22K 0.02% 553
2020
Q1 		$203K Buy
11,420
+286
+3% +$6.71K 0.03% 499
2019
Q4 		$289K Buy
11,134
+228
+2% +$5.91K 0.03% 472
2019
Q3 		$276K Buy
10,906
+1,119
+11% +$28K 0.04% 440
2019
Q2 		$238K Buy
9,787
+1,292
+15% +$30.9K 0.03% 491
2019
Q1 		$204K Buy
+8,495
New +$190K 0.03% 447
2018
Q4 		– Sell
-8,089
Closed -$205K – 447
2018
Q3 		$205K Buy
+8,089
New +$204K 0.03% 441
2018
Q2 		– Sell
-10,896
Closed -$273K – 425
2018
Q1 		$273K Sell
10,896
-5,421
-33% -$138K 0.07% 326
2017
Q4 		$414K Buy
+16,317
New +$406K 0.16% 179

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 $2.61B AUM 23.21% 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 $445B AUM 25.58% 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

Mutual Advisors's ETO Position: Q1 2026 in Review

Mutual Advisors reduced its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 0.83% in Q1 2026, selling an estimated $3.16K and leaving 12,891 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #1061.

Mutual Advisors first reported a position in ETO in Q4 2017 and has held it in 32 quarters since. The position peaked at $419K in Q4 2021. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

  • Mutual Advisors held 12,891 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $344K as of Q1 2026.
  • Mutual Advisors sold 108 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2026, an estimated $3.16K.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1061 holding.
  • Mutual Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2017 and has held it in 32 quarters since.
  • Mutual Advisors's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $419K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.