NFSG
ETO

Newbridge Financial Services Group’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Newbridge Financial Services Group’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
2025
Q4 		– Sell
-372
Closed -$10.3K – 1277
2025
Q3 		$10.3K Hold
372
– – ﹤0.01% 898
2025
Q2 		$10.1K Buy
+372
New +$9.35K ﹤0.01% 880

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Newbridge Financial Services Group's ETO Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q4 2025, closing a stake of 372 shares — an estimated $10.3K sold.

Newbridge Financial Services Group first reported a position in ETO in Q2 2025 and held it in 2 quarters. The position peaked at $10.3K in Q3 2025. 70 funds tracked by Wall St. Rank hold ETO as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 372 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2025, an estimated $10.3K.
  • Newbridge Financial Services Group first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $10.3K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.